What You'll Do
Review CG customer needs and asset allocation, and engage with customers to validate their understanding. Advise CG customers to enhance relationships by mobilizing additional funds and selling tailored products. Ensure compliance with KYC/AML norms and assess risk when making business decisions.
What We're Looking For
0-2 years of relevant experience. Bachelor's/University degree or equivalent experience. Mandatory certifications as required for selling financial products, desirable AMIB Figura 3 certification.
Key Skills & Technologies
Additional Information
Experience Level
Junior
Job Language
Spanish
Employment Type
Full-time
Work Mode
On-site