Financial Advisor Wealth Managment
IOL InversionesCore Responsibilities
The main objectives include developing current clients, increasing portfolio billing, linking high-potential clients, developing the US market, and improving portfolio activity levels. The advisor must also serve as the primary reference point for the client within IOL.
Requirements
Candidates must possess mandatory CNV suitability and be advanced students or graduates in Economic Sciences careers. A commercial profile, proactivity, problem-solving skills, and client orientation are valued, along with a passion for financial market knowledge.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Spanish
Work Mode
Hybrid