Job Description

At Patrimore, we are dedicated to offering a unique and innovative financial planning service, helping people create a plan to achieve financial freedom. Our mission is to accompany our clients on the path to their financial goals, offering tools and advice adapted to their needs.
As part of our team, the Investment Advisor will play a crucial role in creating customized wealth strategies, contributing to the sustainable growth and long-term financial security of our clients.
Exclusive to Get on Board.

Manage a portfolio of digital clients, accompanying them in their investment process through remote channels (video call, chat, email)
Conduct financial diagnosis meetings to understand the objectives, risk profile and financial situation of each client.
Design and propose personalized investment strategies, focusing on diversified portfolios aligned with the client's goals.
Actively monitor portfolios, anticipating market changes and proactively communicating to clients when appropriate.
Use Patrimore's digital tools to optimize the management and monitoring of each client.
Collaborate with the product team to improve the digital customer experience, providing direct feedback from the relationship with users.

Training
Title:
University degree in Commercial, Civil Industrial Engineering or related field (desirable).
Certification:
Current CAMV certification (exclusive).
Experience:
More than 1 year in financial advisory services to individual clients (exclusive).
Skills
Effective communication: ability to explain financial concepts in a clear and accessible way, especially on digital channels.
Autonomy and time management: ability to organize and meet goals in a 100% remote environment without constant supervision.
Customer orientation: ability to build relationships of trust through the screen.
Adaptability: flexibility in the face of changing market conditions and different customer profiles.
Professional ethics: commitment to best practices in financial advice.
Analytical thinking: ability to translate complex financial data into concrete and understandable recommendations.
Knowledge
Chilean financial market: investment instruments, mutual funds, stocks, fixed income.
Advisory financial advisory techniques.
Management of CRM tools for customer monitoring.
Fluent management of digital communication tools (Zoom, Google Meet or similar).
Use of artificial intelligence as a work tool (meeting preparation, analysis, writing).

We invite you to be part of a team that is not only focused on building a strong financial future for our clients, but also for the team itself. In addition to a competitive salary, we offer:
Remote work mode.
An inclusive and diverse environment, where your happiness is a priority.
Gift Card for birthday.
Exclusive financial advice for collaborators.
1 administrative day per semester and free afternoon for birthdays, among other benefits.
We are proud to have earned 5th place in Buk's Building Happiness Ranking, demonstrating our commitment to the well-being of our team.

At Patrimore we not only seek professional growth, but also personal growth. Here, we value and care for our team. If you are ready to grow and shine with us, we want to meet you and be part of your journey to financial success. Join our incredible adventure! 🧡

Pets allowed:
Flexible schedule:
Optional teleworking:
Health coverage:
Computer:
Casual dress:
Extra vacation: