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工作类型: Full-time
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工作内容
Job Reference #256600BRJob TypeFull TimeYour roleAre you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in relationship management and selling? We are looking for someone who can help us:- develop and maintain trustworthy client partnerships with the main focus on strategic advice
- implement a quantitative prospect development plan with measurable actions
- define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
- provide high-quality investment options for clients, working closely with team members and specialists from other areas
- grow local market network by referrals and by identifying new prospects
- make sure clients are managed in a manner that contributes to an effective risk culture within the team
- several years of experience in wealth management
- expertise with financial products and services
- a proven record in finding solutions for clients
- an existing network of promising contacts in Argentina/Southern Cone
- the ability to execute complex investment strategies on behalf of clients
- always looking to improve the client experience
- extremely organized, with great planning skills and efficient time management
- an excellent communicator, with great presentation skills
- a perfectionist in everything you do (that includes, of course, documentation)
- fluent in Spanish and English
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最后期限: 09-06-2024
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