$$$
{{ $t($store.state.user.experience_value_in_dollars) }}
Senior
{{ $t($store.state.user.experience_search_name) }}
0
jobs
International Financial Advisor
Álvaro López
,
Monterrey, Mexico
Experience
Other titles
Skills
I'm offering
KNG INTERNATIONAL ADVISORS
MEXICO
INTERNATIONAL FINANCIAL ADVISOR 2019- PRESENT
• ADVISING HIGH NET WORTH CLIENTS ON INVESTING IN GLOBAL MARKET INSURANCE, BONDS, STRUCTURED NOTES, MUTUAL FUNDS, ETFS
• SUGGESTING PROFITABLE INVESTMENT OPTIONS TO CLIENTS AS PER THEIR INVESTMENT CAPACITY
• GIVING A REVIEW OF THE INTERNATIONAL FINANCIAL CIRCUIT AND THE EXPECTED CHANGES AS WELL
• ENSURING CLIENTS MEET THEIR REVENUE GENERATION STANDARDS AND REQUIREMENTS
• SUPPORTING DOMESTIC AND INTERNATIONAL CLIENTS IN PERFORMING RISKY FINANCIAL TRANSACTIONS AND GUIDING THEM ON DEALING WITH THE LOSSES
• EXPLAINING COMPLEX FINANCIAL TERMS AND RESOLVING INVESTMENT DOUBTS
• REVIEWED CLIENT'S FINANCIAL PROFILE AND ANALYZED FINANCIAL PLANS AND REQUIREMENTS
MEXICO
INTERNATIONAL FINANCIAL ADVISOR 2019- PRESENT
• ADVISING HIGH NET WORTH CLIENTS ON INVESTING IN GLOBAL MARKET INSURANCE, BONDS, STRUCTURED NOTES, MUTUAL FUNDS, ETFS
• SUGGESTING PROFITABLE INVESTMENT OPTIONS TO CLIENTS AS PER THEIR INVESTMENT CAPACITY
• GIVING A REVIEW OF THE INTERNATIONAL FINANCIAL CIRCUIT AND THE EXPECTED CHANGES AS WELL
• ENSURING CLIENTS MEET THEIR REVENUE GENERATION STANDARDS AND REQUIREMENTS
• SUPPORTING DOMESTIC AND INTERNATIONAL CLIENTS IN PERFORMING RISKY FINANCIAL TRANSACTIONS AND GUIDING THEM ON DEALING WITH THE LOSSES
• EXPLAINING COMPLEX FINANCIAL TERMS AND RESOLVING INVESTMENT DOUBTS
• REVIEWED CLIENT'S FINANCIAL PROFILE AND ANALYZED FINANCIAL PLANS AND REQUIREMENTS
Markets
United Kingdom
Industries
Language
English
Fluently
Spanish
Fluently
Ready for
Larger project
Full time contractor
Available
My experience
2019 - ?
job
INTERNATIONAL FINANCIAL ADVISOR
KNG INTERNATIONAL ADVISORS.
ADVISING HIGH NET WORTH CLIENTS ON INVESTING IN GLOBAL
MARKET INSURANCE, BONDS, STRUCTURED NOTES, MUTUAL
FUNDS, ETFS
• SUGGESTING PROFITABLE INVESTMENT OPTIONS TO CLIENTS AS
PER THEIR INVESTMENT CAPACITY
• GIVING A REVIEW OF THE INTERNATIONAL FINANCIAL CIRCUIT
AND THE EXPECTED CHANGES AS WELL
• ENSURING CLIENTS MEET THEIR REVENUE GENERATION
STANDARDS AND REQUIREMENTS
• SUPPORTING DOMESTIC AND INTERNATIONAL CLIENTS IN
PERFORMING RISKY FINANCIAL TRANSACTIONS AND GUIDING
THEM ON DEALING WITH THE LOSSES
• EXPLAINING COMPLEX FINANCIAL TERMS AND RESOLVING
INVESTMENT DOUBTS
• REVIEWED CLIENT'S FINANCIAL PROFILE AND ANALYZED
FINANCIAL PLANS AND REQUIREMENTS
MARKET INSURANCE, BONDS, STRUCTURED NOTES, MUTUAL
FUNDS, ETFS
• SUGGESTING PROFITABLE INVESTMENT OPTIONS TO CLIENTS AS
PER THEIR INVESTMENT CAPACITY
• GIVING A REVIEW OF THE INTERNATIONAL FINANCIAL CIRCUIT
AND THE EXPECTED CHANGES AS WELL
• ENSURING CLIENTS MEET THEIR REVENUE GENERATION
STANDARDS AND REQUIREMENTS
• SUPPORTING DOMESTIC AND INTERNATIONAL CLIENTS IN
PERFORMING RISKY FINANCIAL TRANSACTIONS AND GUIDING
THEM ON DEALING WITH THE LOSSES
• EXPLAINING COMPLEX FINANCIAL TERMS AND RESOLVING
INVESTMENT DOUBTS
• REVIEWED CLIENT'S FINANCIAL PROFILE AND ANALYZED
FINANCIAL PLANS AND REQUIREMENTS
Net, Insurance, International, Performing, Transactions
2014 - 2017
job
FINANCIAL ADVISOR
ALO WEALTH MANAGEMENT AND INSURANCE.
REGULARLY REVIEWING AND MONITORING ACCOUNTS TO
ENSURE COMPLIANCE WITH COMPANY AND INDUSTRY POLICIES,
GUIDELINES AND REGULATIONS.
• PROMOTING AND MARKETING THE BUSINESS TO ATTRACT
CLIENTS.
• ADVISING AND IDENTIFYING APPROPRIATE INVESTMENT
SERVICES FOR CLIENTS.
• DEMONSTRATING INVESTMENT STRATEGIES CLEARLY TO
CLIENTS.
• PREPARED INVESTMENT ANALYZES FOR INDIVIDUAL CLIENTS
ENSURE COMPLIANCE WITH COMPANY AND INDUSTRY POLICIES,
GUIDELINES AND REGULATIONS.
• PROMOTING AND MARKETING THE BUSINESS TO ATTRACT
CLIENTS.
• ADVISING AND IDENTIFYING APPROPRIATE INVESTMENT
SERVICES FOR CLIENTS.
• DEMONSTRATING INVESTMENT STRATEGIES CLEARLY TO
CLIENTS.
• PREPARED INVESTMENT ANALYZES FOR INDIVIDUAL CLIENTS
Marketing, Compliance, Monitoring
2010 - 2013
job
ADVISOR
SENLUIS.
ENGLISH PROFICIENCY LEVEL CERTIFICATION
Álvaro's reviews
Álvaro has not received any reviews on Worksome.
Contact Álvaro López
Worksome removes the expensive intermediaries and gives you direct contact with relevant talent.
Create a login and get the opportunity to write to Álvaro directly in Worksome.
are ready to help you
and get specific bids from skilled talent in Denmark