Job Description

The main role of the position is to attract new individual and corporate clients and businesses to the Brokerage Firm, serve current clients, and create strategies for the business. \nFunctions and responsibilities:\n-Periodic meetings with current clients and potential clients \n- Must acquire precise knowledge about the current situation of each of the funds \n- Review and follow-up of Back Office support activities: ensure that the files are complete and up to date, that client information is duly entered into Homeland and the investors' folder, ensure proper monitoring of the account opening process. \n- Respond to compliance requests in special cases \n- Refer potential clients that may arise for structuring and/or issuances. \n- Support at the right time in the structuring of new products \n- Support in the cross-review of prospectuses, reports to clients, etc. \n- Annual presentation to clients on the performance of funds.\n*Free schedule, remote work, income from commissions.",