Wealth Management Advisor
Based in Chile, Mexico, Brazil
Core
Capturing and retaining a portfolio of high-net-worth clients to manage their investments and providing permanent financial advisory services.
Role type
Private Wealth Management Advisor
Builds
Investment portfolios for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, portfolio management, financial advisory, sales target achievement
Preferred skills
Experience in wealth management, knowledge of Latin American markets
Responsibilities
Captación y mantención de cartera de clientes de alto patrimonio, Asesoramiento financiero a clientes, Cumplimiento de metas comerciales exigidas
