VIP Account Advisor (México)

VIP Account Advisor (México)

25 ago
|
Bitso
|
México

25 ago

Bitso

México

Working At Bitso
We are a diverse team that takes pride in understanding the perspectives of others. We fully embrace working remotely and we are eager to act, improve and accelerate progress inside and outside of our organization.

To drive revolutionary changes in society and make crypto useful, we delight our customers with world-class products, deep care, and intentional empathy.

Your Purpose

Bitso is seeking a high-caliber VIP Account Advisor to join a strategic, high-growth initiative within our Retail Business Unit. This is a role for a hybrid professional: someone with the pedigree of traditional wealth management and the forward-thinking mindset of the crypto industry.

You will be responsible for acquiring and managing a portfolio of High Net Worth Individuals (HNWI), serving as their primary bridge to the digital asset economy. We are building a white-glove service tier that demands discretion, financial acumen, and a proactive sales approach.

Reports To

General Manager of Retail

Who You Are

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- A Trusted Advisor:



You carry yourself with the polish and discretion expected by private banking clients. You are comfortable discussing macroeconomics, portfolio allocation, and risk management.
- A Self-Starter: You don’t wait for leads to be handed to you. You are comfortable picking up the phone, asking for referrals, and closing deals.
- Bilingual Communicator: You can navigate complex financial discussions in Spanish with local nuance, and coordinate with internal general teams in English.
- Requirements

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- Experience: 3-5+ years in Private Banking, Wealth Management, Investment Advisory, or Institutional Sales.
- Certification: Current AMIB Figura 3 certification is highly preferred.

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- Note: If you do not currently hold this, you must be willing and able to study for and pass the exam within your first 3 months of employment.
- Network: A proven track record of managing HNWI relationships in Mexico.
- Crypto Knowledge: You don't need to be a devel

📌 VIP Account Advisor (México)
🏢 Bitso
📍 México

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