Asesor financiero
Core
Financial advisor role focused on prospecting clients, providing financial advice, and intermediating loans within the real estate and financial sector.
Role type
Financial Advisor (Sales & Advisory)
Builds
Loan products and real estate transactions for clients
Domain
Real Estate & Financial Services
Deliverable
client delivery
Required skills
Financial reasoning, Negotiation, Business relationship building, Client interaction, Mathematical ability
Preferred skills
Interest in financial and real estate sectors
Responsibilities
Prospecting clients via phone, Financial analysis of client profiles, Intermediating loans with banks, Organizing purchase/sale operations, Direct interaction with notaries, Closing contracts