Mexico Wealth Sales - Associate

About this role

Business Unit Overview:

Unified under one global client platform, wealth client business is accountable for client relationships and distribution of products and services and are supported by a centralized marketing function which ensures consistency globally. Professionals within the team work together to deliver a full range of asset and risk management, as well as advisory services which are relevant to clients’ needs

BlackRock’s Mexico Wealth Team, a division of BlackRock’s LatAm business, is currently one of the region’s most dynamic businesses. By focusing on financial intermediated sales of BlackRock products through private banks, independent advisors and family offices, the team has helped solidify BlackRock's position as a top provider of investment solutions in the market.

The team owns the distribution of BlackRock-s products and services across the wealth segment in Mexico. The main business is related to the distribution and client coverage related, where BlackRock leads the local industry and offers appropriate product to different end investor segments via local distributors.

Job Purpose/Background:

The role involves building and developing the knowledge of products and solutions amongst Financial Advisers in Mexico, support virtually existing and new relationships, and working closely with clients through the sales cycle.

As a Wealth Sales Analyst Associate, you must be curious to learn proactively about the firm, its purpose, and our platform in order to provide adequate sales support.

Responsibilities

Driving sales of BlackRock products by supporting sales efforts with financial advisors at multiple key distribution partner firms.

• Understand client's necessities and market trends, provide ideas and solutions to improve sales.
• Understand the financial services industry and ensure that the Wealth Advisory service to clients is both effective and competitive.
• Collect, categorize, and maintain updated client data, mapping the client’s investment profile, organizational structure, key contacts, sales opportunity, and priority.
• Positioning and differentiating BlackRock and our products against competitor firms and their products.
• Presentations to groups of advisors at education seminars
• Maintain an accurate and current log of all activities and opportunities in relevant CRM system.
• Working with Blackrock internal partners and resources (marketing, product specialists, sales desk, etc...) to augment efforts in the field.
• Responsible for providing performance data to clients, answering client’s questions / queries on products and other sales related matters.

Development Opportunity:

• This role is one of several that have been built to take advantage of the growth of the wealth segment in Mexico. There is therefore a potential upside in help crafting the structure and design of the team, as well as making a strong contribution to the future success of the Mexico Wealth business.
• Chance to join the market leader in Mutual Funds growing and dynamic market. At the same time, exposure to the wider BlackRock business offers the right candidate a range of career opportunities.
• An opportunity to take advantage of the region and drive demand into BlackRock’s products, crafting the client base according to demand.

Knowledge / Experience:

• High degree of cultural sensitivity
• Command of Spanish and English (written and spoken) is a prerequisite.
• Experience in distributing investment products and being an excellent partner within the advisory market.
• Confirmed knowledge of the markets and economic outlook
• Strong teammate, ability to muck in when required, collaborate internally to utilize BlackRock’s resources.
• A proactive team-player who understands that a highly organized team can drive better performance and can take the lead in driving through improvements in execution and change.

Skills and Qualifications

• 1-3 years as an experienced investment professional is preferred.
• Proficiency in Microsoft Office Suite (Excel, Power Point, OneNote, etc.) Strong overall sales acumen and analytical skills.
• Proficient in explaining markets and in positioning/blending the benefits of active portfolios, ETFs, and models.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer.  We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.