Company Description Valores Capital Inversiones is a financial advisory firm affiliated with GBM (Casa de Bolsa) and focused on helping clients achieve their financial goals. The company specializes in designing and managing investment portfolios tailored to individual needs and risk profiles. Its professional team of advisors prioritizes client satisfaction across all processes, from initial consultation to ongoing portfolio monitoring.

Valores Capital

Inversiones promotes a collaborative, client-centered environment where advisors can build long-term relationships and grow their careers in financial services.

Role Description As an Asesor Figura 3 AMIB at Valores Capital, you will provide professional investment advisory services to individual and institutional clients. On a day-to-day basis, you will analyze financial markets, recommend investment strategies, structure and manage portfolios, and follow up regularly to align investments with clients’ objectives and risk tolerance. You will also educate clients on available financial products, ensure compliance with regulatory and internal guidelines, and maintain accurate documentation of advisory activities.

This is a contract role.



It is a hybrid position based in the Mexico City Metropolitan Area, combining on-site client and team interactions with the flexibility to perform some responsibilities from home.

Qualifications

- Possess AMIB Figura 3 certification and solid knowledge of Mexican financial markets, investment products, and regulatory frameworks.
- Demonstrate strong skills in portfolio analysis, risk assessment, and financial planning to design and manage investment strategies.
- Exhibit excellent client relationship management, communication, and negotiation abilities to build trust and long-term partnerships.
- Show proficiency with financial tools, market research platforms, and basic office software for analysis, reporting, and documentation.
- Hold a bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent practical experience in financial advisory.
- Display high ethical standards, attention to detail, and a commitment to client satisfaction and regulatory compliance.
- Ability to work in a hybrid model in the Mexico City Metropolitan Area, manage a portfolio of clients, and meet performance goals.

📌 Asesores Figura 3 AMIB (Ciudad de México)
🏢 Valores Capital Inversiones | Aseores afiliados a GBM.
📍 Ciudad de México