Job Description

Objective
Attract new individual and corporate clients as well as businesses to the Brokerage House, customer service to current clients. Create strategies

Requirements:
Master in Business Administration with Specialization in Finance, Bachelor in the area of Economic Sciences.
Availability to work Freelance
Periodic meetings with current clients.
Periodic meetings with potential individual and/or corporate clients.
Precise knowledge of the current situation of each of the funds.
Review and monitoring of Back Office support activities: ensure that files are complete and up to date, that client information is properly entered into Homeland and the investors' folder,
Ensure proper monitoring of the account opening process.
Respond to compliance requests in special cases or that require clarification of a
doubtful situation of a new or current client.
Refer potential clients that may arise for structuring and/or issuances.
Support and accompaniment at the right time in the structuring of new products
Support in the cross-review of prospects, reports to clients, etc.
Annual presentation to clients on the performance of Funds.

Offer
Average income from 20,000.00 to 50,000.00",