MONEX GRUPO FINANCIERO
The role involves prospecting and attracting new high‑net‑worth clients, promoting investment products, providing tailored financial advice, and managing client portfolios in compliance with regulatory guidelines. The position also requires maintaining accurate client records in the CRM and adhering to internal policies and quality standards.
Headquarters
Colonia Juárez, State Of Mexico, Mexico
Company Size
1001-5000 employees
Founded
1985
Explora las soluciones financieras de Monex para optimizar tus transacciones y gestionar tu patrimonio con confianza. Ayudamos a cumplir tus metas.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for MONEX GRUPO FINANCIERO.
MONEX GRUPO FINANCIERO didn’t post a salary, so this is our estimate from similar listings.
46% below the average for this role