Wealth Management Sales
StoneX Group Inc.Core Responsibilities
The role involves acquiring, developing, and retaining high-net-worth client portfolios by offering comprehensive wealth advisory services across StoneX products to maximize assets and recurring revenue. Key duties include 360-degree commercial development, managing client portfolios and Assets Under Management (AUM), designing multi-asset investment proposals, and ensuring strict adherence to internal and external regulatory compliance.
Requirements
Candidates must have a university degree in Finance, Economics, Accounting, or Business Administration, along with mandatory CNV suitability certification. A minimum of 3 years of commercial experience in capital markets or private banking is required, including knowledge of stock market operations, settlement, and CNV/BCRA regulations.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Spanish
Work Mode
On-site