09 nov
|
MASARI CASA DE BOLSA
|
Hermosillo
09 nov
MASARI CASA DE BOLSA
Hermosillo
Company Description Masari Casa de Bolsa is a Mexican financial institution specializing in high-quality securities and foreign exchange services. The company focuses on understanding each client’s needs and plans in order to design personalized investment alternatives.
Masari aims to deliver innovative services with general reach, supported by advanced technology and a commitment to service excellence. Since its founding, the firm has operated according to core values such as integrity, professional care, and strong client support, creating a trustworthy environment for both clients and team members.
Role Description The Asesor Financiero de Divisas is a full-time, on-site role based in Hermosillo, SON, responsible for advising clients on foreign exchange products and strategies. Day-to-day tasks include analyzing currency markets, preparing tailored FX proposals, and executing foreign exchange transactions in accordance with client objectives and institutional policies.
The role involves maintaining ongoing relationships with clients, monitoring their portfolios, and identifying opportunities to manage risk and improve returns. The advisor collaborates with internal teams to ensure accurate execution,
regulatory compliance, and timely reporting, while providing clear, professional guidance to clients on market developments and investment options.
Qualifications
- Strong knowledge of foreign exchange markets, financial instruments, and basic macroeconomic concepts.
- Skills in client advisory, relationship management, and personalized service focused on understanding client needs and goals.
- Ability to analyze market data, prepare clear investment proposals, and communicate complex information in accessible terms.
- High level of integrity, professional ethics, and commitment to institutional values and regulatory compliance.
- Proficiency with financial and trading platforms, and comfort working with technology-driven solutions.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field, or equivalent practical experience.
- Strong verbal and written communication skills in Spanish; English proficiency is a plus for global market interaction.
- Previous experience in brokerage, banking, treasury, or FX advisory is highly desirable.
📌 Asesor financiero de Divisas (Hermosillo)
🏢 MASARI CASA DE BOLSA
📍 Hermosillo