Asesor Prime AFP
Core
Provide personalized investment advice and sales for voluntary savings products to clients of medium complexity.
Role type
Financial advisor (AFP)
Builds
Voluntary savings products for pension affiliates
Domain
Financial services / Pension administration
Deliverable
client delivery
Required skills
Investment management, sales techniques, accounting basics, tax knowledge, economic awareness
Preferred skills
None stated
Technologies
None stated
Responsibilities
Acquire, maintain, and advise new clients in the field; maintain existing client portfolios; submit client acquisition documentation to affiliates or supervisors
Seniority
Individual Contributor
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