About ARQ
ARQ is one of the fastest-growing fintechs in the world. Our mission is to redefine how people interact with money across borders, building the infrastructure to move value seamlessly. We’re still early in our journey, which means every person who joins shapes the future of our product, culture, and growth. If you’re excited by big challenges, global impact, and the chance to grow fast with a world-class team, ARQ is the place to do it.
About the role
You will be the certified investment advisor and regulatory officer of ARQ’s investment advisory entity in Mexico. You will own the advisory function end to end and act as the accountable person before the CNBV, while helping build a digital, scalable wealth product in close coordination with integral teams.
What you’ll be doing
• Act as the certified investment advisor of the entity, accountable for every recommendation made to customers
• Own the advisory framework, including investor profiling, product profiling, suitability and the reasonableness of recommendations
• Own the entity’s core policies,
including the Marco General de Actuación, Guía de Servicios de Inversión, conflicts of interest and disclosures
• Act as the primary point of contact with the CNBV, leading information requests, supervisory visits and any remediation
• Own the entity’s regulatory reporting and RAI obligations, including Anexo C and annual financial information
• Partner closely with product, engineering and legal teams to translate regulatory requirements into clear product specifications for the app
• Review and approve customer facing content, model portfolios and investment communications
• Monitor the advisory activity and keep evidence that every recommendation is suitable and properly documented
• Contribute to ARQ’s broader wealth roadmap in Mexico, including future licences.
What you’ll need
• Current AMIB certification valid for investment advisory or be willing to certify
• 5+ years of experience in invest
📌 Investment Advisor (Ciudad de México)
🏢 Arq
📍 Ciudad de México
Postulate a este anuncio
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.