ASESOR PATRIMONIAL JR
Core
Develop commercial strategies for acquiring and placing financial resources, managing investment portfolios, and applying strategies in money and capital markets.
Role type
Junior Wealth Management Advisor
Builds
Investment portfolios and financial strategies for clients
Domain
Financial Services / Wealth Management
Required skills
Portfolio management, Money market strategy, Capital market strategy, Securities market knowledge, Microsoft Office (Advanced), AMIB 3 certification
Preferred skills
Experience in Stock Brokerage Houses, Banking, Financial Sector
Technologies
Microsoft Office
Responsibilities
Develop knowledge in securities and brokerage regulations, Apply strategies for money and capital markets, Establish financial strategies for client portfolios
Seniority
Junior, 1+ years experience
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