Assessor de Invest High
Core
Suggest investment solutions based on client profiles, ensure service quality, prospect new resources, retain investments, diversify client portfolios, and act as a hunter for new investor clients.
Role type
Investment Advisor (Financial Services)
Builds
Personalized investment advisory services for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, client prospecting, portfolio diversification, in-person client meetings, sales consultative
Preferred skills
CEA certification, prior experience in financial market
Technologies
Microsoft Office
Responsibilities
Suggest investment solutions according to client profiles, prospect new resources and retain investments, diversify client investment portfolios, act as a hunter for new investor clients, conduct in-person visits to clients at Santander agencies or other chosen spaces, attend events.
Seniority
Entry to Mid-level