What You'll Do
Coordinate and conduct visits to current or potential clients to determine their investment needs and objectives. Apply a risk profile questionnaire and gather personal information and asset position to advise on suitable investment alternatives. Promote responsible banking practices and contribute to a more inclusive and sustainable society.
What We're Looking For
Experience in client relationship management and investment advisory. Strong understanding of financial products and risk assessment methodologies. Excellent communication skills and ability to work collaboratively in diverse teams.
What We Offer
Regular (indefinite) contract type. Opportunities for professional development and a collaborative work environment that values diversity and inclusion.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Spanish
Employment Type
Full-time
Work Mode
Remote