Wealth Advisor

hace 2 semanas

Bogotá, Bogotá D.E., Colombia Credicorp Capital A tiempo completo

Súmate a nuestro equipo Credicorp Capital


Buscamos
Talento Excepcional como tú para nuestro equipo de
Wealth Management para ocupar la posición de
Wealth Advisor, quien tendrá como reto principal la prospección y vinculación de nuevos clientes para nuestro Family Office, generando una relación cercana, comprendiendo su ciclo de vida, identificando sus necesidades y brindando una asesoría integral en temas relacionados con gestión patrimonial, planes y productos financieros, estrategias de inversión y temas tributarios.


Para lograrlo deberás:

  • Coordinar reuniones permanentes con la fuerza comercial.
  • Analizar estrategias y planes de inversión de los clientes.
  • Investigar oportunidades de inversión disponibles dentro y fuera del sistema financiero para asesorar sobre el patrimonio personal de los clientes.
  • Monitorear las tendencias y la actualidad en cuanto al mercado financiero y político para anticipar posibles implicaciones.
  • Desarrollar un vínculo cercano con cada cliente e identificar posibles cambios en sus objetivos financieros.
  • Resolver inquietudes de los clientes frente a su situación patrimonial y financiera.
  • Reunirse con los asesores independientes de los clientes, para tener una visión integral de sus objetivos y circunstancias financieras.

Estudios requeridos:

  • Profesional en Administración de Empresas, Economía, Finanzas, Ingeniería Industrial.
  • MBA o posgrado equivalente.
  • CFA (Deseable).

Experiência:

años de experiência en Wealth Management.

  • 3 años de experiência en asesoría de inversiones.

Conocimientos:

  • Inglés avanzado.
  • Productos financieros y estrategias de inversión.
  • Conocimiento financiero avanzado.

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