Company Description Holistic Advisors is a wealth management advisory firm founded in 2023, dedicated to addressing clients’ financial needs through a broad portfolio of investment alternatives. The firm applies a 360° vision to understand each client’s complete financial situation and long-term goals. Supported by the institutional experience of its strategic partners, Holistic Advisors identifies specific market opportunities and designs tailored investment strategies. The team focuses on personalized service, disciplined execution, and building long-term, trust-based relationships with clients. Role Description The Banquero Privado is a full-time, on-site role based in Monterrey, NLE, responsible for managing and growing a portfolio of high-net-worth and affluent clients. Day-to-day responsibilities include advising clients on investment products, asset allocation, and wealth management strategies aligned with their risk profile and financial objectives. The role involves proactively acquiring new clients, nurturing existing relationships, and providing ongoing portfolio reviews and market updates. The Banquero Privado will collaborate with internal teams and strategic partners to structure customized solutions, ensure regulatory and compliance standards are met, and deliver a high level of professional service. The position also requires preparing presentations and proposals, monitoring market trends,



and maintaining accurate records of client interactions and recommendations. Qualifications
• Strong client relationship management skills, including the ability to build trust, communicate complex financial concepts clearly, and provide personalized service.
• Solid knowledge of wealth management, investment products (e.g., mutual funds, structured products, fixed income, equities), and portfolio construction principles.
• Experience in financial analysis, risk assessment, and the ability to identify and evaluate market opportunities for clients.
• Familiarity with regulatory and compliance requirements in financial services, with attention to ethical standards and confidentiality.
• Excellent interpersonal, negotiation, and presentation skills, with the capacity to work effectively with internal teams and external partners.
• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications (e.g., CFA, CFP, local advisory licenses) are a plus.
• Prior experience in private banking, wealth management, or investment advisory roles, preferably serving high-net-worth clients.
• Proficiency in relevant office and CRM software; strong organizational skills and ability to manage multiple client relationships simultaneously.
• Fluency in Spanish and professional proficiency in English, with strong written and verbal communication skills.

📌 Banquero Privado (Monterrey)
🏢 Holistic Advisors
📍 Monterrey