Job Description

WEALTH FINANCIAL ADVISOR (PRIVATE INVESTMENT)

A leading company in the financial sector with more than 20 years of experience and national presence, it is looking for high-level talent to join the property area.

PURPOSE OF THE POSITION

Raising resources through private investment, through the management and development of our own portfolio, meeting established commercial goals.

KEY RESPONSIBILITIES

• Prospect and attract high-value clients (individuals) focused on investment.

• Manage, develop and grow your client portfolio.

• Provide personalized financial advice, focused on trust and long term.

• Build customer loyalty through continuous monitoring and high-level service.

IDEAL PROFILE

• Minimum experience of 5 years in:

o Wealth / private banking

o Investment funds

o Brokerage house

o Money market

• Active portfolio of investment clients (essential)

• Strong commercial approach, negotiation and closing

• High discipline, autonomy and results orientation

WE OFFER

• Income greater than $60,000 per month

• Commissions of 4% to 6% on the amount raised (not capped)

• Comisión por renovación de inversiones

• Payment of commissions the next day

• 100% flexible scheme (manage your own agenda)

• Support, training and commercial tools to enhance results.

If you are looking for a scheme where your portfolio and commercial capacity really translate into high income, this challenge is for you.

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