Team Leader Financial Advisor - Wealth Managment
IOL InversionesCore Responsibilities
Lead commercial actions to meet monthly team objectives and monitor the performance of financial advisors. Act as the primary liaison with internal departments and support the area leader in executing strategic plans and career development for the team.
Requirements
Requires a degree in Economic Sciences or similar fields and CNV certification. Candidates must have proven experience in leading commercial teams and managing wealth management clients.
Key Skills & Technologies
Additional Information
Experience Level
5-10
Job Language
Spanish
Work Mode
Hybrid