Private Wealth Management Specialist
hace 2 semanas
Responsabilidades:
Captar clientes de alto patrimonio, administrando, manteniendo y rentabilizando dichas carteras mediante la generación de negocios, y la entrega de una asesoría financiera exclusiva, personalizada y de excelencia.
Asimismo, tendrá que preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente, asesorándolos respecto a los productos que ofrece la empresa, con el objeto de cumplir con las metas comerciales en línea con las políticas internas de la Compañía y la normativa vigente.
- Atraer, captar y contactar nuevos clientes de alto patrimonio, escuchando sus necesidades y de acuerdo a ello presentarles soluciones a través de los distintos productos de Principal AGF y Vida.
- Preparar, ofrecer y dar seguimiento a una estrategia de inversión adecuada para cada cliente
- Asesorar en sus inversiones a toda la cartera de clientes, manteniendo una comunicación que respete lo acordado con ellos en relación a frecuencia y medio a utilizar.
- Gestionar el proceso de ventas y visitas de acuerdo a las normas y procedimientos establecidos: obtener documentación requerida, asegurar autenticidad de sus clientes, cuidar confidencialidad de la información, llenar y firmar correctamente los formularios, mantener archivo seguimiento de gestión.
- Solucionar y/o canalizar (según esté estipulado en el procedimiento de la Compañía) las inquietudes, observaciones y reclamos de nuestros clientes
- Participar en actividades de capacitación coordinadas por la compañía, además de procurar mantenerse informado respecto de los principales acontecimientos del mercado nacional e internacional.
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Private Wealth Management Specialist
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Santiago, Metropolitana, Chile Principal Chile A tiempo completoResponsabilidades:En Principal nos caracterizamos por poner nuestro propósito al centro de todo lo que hacemos: queremos que los equipos sientan el impacto de su trabajo en la vida de los clientes.¿Cómo nos aseguramos de que eso ocurra? Creando espacios para que puedan desplegar sus talentos, pasiones y experiência para contribuir a mejorar el futuro...
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Head of Wealth Management
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Santiago, Metropolitana, Chile Principal Chile A tiempo completoResponsabilidades:En Principal estamos orgullosos de poner nuestro propósito al centro de todo lo que hacemos, motivados por la misión de fomentar un mundo en donde todas las personas tengan acceso a la seguridad financiera. Esta misión, junto con la integridad, foco en el cliente y la experiência de más de 140 años en la industria nos ha posicionado...
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Conservation Specialist
hace 2 semanas
Santiago, Metropolitana, Chile The Nature Conservancy A tiempo completoOFFICE LOCATION:Santiago, ChileLA060WHO WE ARE:The mission of The Nature Conservancy (TNC) is to conserve the lands and waters upon which all life depends. As a science-based organization, we develop innovative, on-the-ground solutions to the world's toughest environmental challenges so that people and nature can thrive. Our work is guided by our values,...
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Asset Management Specialist
hace 2 semanas
Santiago, Metropolitana, Chile The AES Corporation A tiempo completoEn AES, elevamos la calidad de vida en todo el mundo cambiando la forma en la que la energía funciona. Todos tienen un impacto cada día en nuestros equipos pequeños y globales. Postúlese aquí para iniciar una extraordinaria carrera hoy mismo.Estamos en búsqueda de una persona que ocupe el rol de Asset Management Specialist para sumar a nuestro...
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Project Information Specialist I
hace 2 semanas
Santiago, Metropolitana, Chile Fluor Corporation A tiempo completoThe Project Information Specialist I acts as the Project Specialist of automation technology for the project, managing the information technology, automation and information/data management requirements for the project team.This position may be considered entry-level, working in conjunction with a lead Project Information Manager (PIM). Apply effective...
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Key Account Management Specialist
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Marketing Specialist
hace 2 semanas
Santiago, Metropolitana, Chile David Kennedy Recruitment A tiempo completoDavid Kennedy Recruitment Ltd provides unparalleled recruitment services for international companies across the Europe.We bring a fresh and innovative approach to recruitment services, acting as liaison between the candidate and the client.Our goal is to exceed the expectations of every client and candidate, and leave each and every party satisfied.David...
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Technical Specialist
hace 2 semanas
Santiago, Metropolitana, Chile InterSystems A tiempo completoThe Technical Specialist will be required to perform custom development tasks (including integration to systems and devices) and provide support for the technical implementation tools of InterSystems healthcare applications and related products in a successful, standard and timely manner. The Technical Specialist will be responsible for site specific...
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Marketing Specialist
hace 2 semanas
Santiago, Metropolitana, Chile IQVIA A tiempo completoJob OverviewThe Marketing Specialist is responsible for key project that support growth in the next years. The job includes the coordination of multi-functional teams to complete the project on time and within scope. The Marketing Specialist will lead the development of different initiatives, set deadlines, delegate responsibilities, oversee all aspects of...
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Specialist-spa
hace 2 semanas
Santiago, Metropolitana, Chile Marriott International, Inc A tiempo completo**Numéro de l'Emploi** **Catégorie d'Emploi** Spa**Lieu** Sheraton Miramar Hotel & Convention Center, Avenida Marina N 15, Viña del Mar, Valparaiso, Chile AFFICHER SUR LA CARTE**Horaire** Full-Time**Situé à distance ?** N**Mutation?** N**Type de Poste** Non-ManagementNos spécialistes de spa jouent un rôle important dans le soutien de plusieurs...
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EHS Specialist
hace 2 semanas
Santiago, Metropolitana, Chile GE Renewable Energy A tiempo completoJob Description Summary:The EHS specialist will be responsible for managing EHS activities for Projects and Services in the Grid Automation Latin America businessThis includes: managing EHS requirements for Projects and Services, conducting project audits and developing audit action management plans; Manage, plan and implement health, safety and...
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Santiago, Metropolitana, Chile Management Solutions, S.L A tiempo completoChile NEW TECHNOLOGIES AND DIGITAL TRANSFORMATION CONSULTANT SANTIAGO DE CHILE Santiago de Chile / Graduate / Number of vacancies: 5 You will be working in key projects for leading organizations in IT strategy and governance (Strategic IT plans, IT Servicing , Project Management Office (PMO), Transformation, Organization and Efficiency, etc.), implementation...
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Professional Marketing Specialist
hace 2 semanas
Santiago, Metropolitana, Chile Johnson & Johnson A tiempo completoWe are searching for the best talent for Professional Marketing Specialist role to be in Santiago (Chile) or Buenos Aires (Argentina).PurposeThe Professional Marketing Specialist will lead with the Professional Education & Development Area (PED), the eye care professionals (ECPs) education through offline and online channels, in order to raise the level of...
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Modality Sales Specialist
hace 2 semanas
Santiago, Metropolitana, Chile Philips A tiempo completoJob Title: Modality Sales SpecialistJob title:Senior Product SpecialistYour role: Performance management of an assigned portfolio of products, solutions, and services by enabling the shift from technical features to care pathways. Design and execute the capabilities development plan to transfer product/solutions expertise to Account Managers and Business...
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Senior Product Specialist
hace 2 semanas
Santiago, Metropolitana, Chile Philips A tiempo completoJOB DESCRIPTION Job Title Senior Product Specialist Job Description Job title: Senior Product Specialist Your role: Performance management of an assigned portfolio of products, solutions, and services by enabling the shift from technical features to care pathways. Design and execute the capabilities development plan to transfer...
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Program Development Specialist
hace 2 semanas
Santiago, Metropolitana, Chile Zimmer Biomet A tiempo completoRequisition NumberAMER27112Employment TypeFull-timeLocationSantiagoDescripción del Trabajo: The Program Development Specialist provides account management for the ROSA system in addition to periodic assistance for ROSA on the clinical level. The Program Development Specialist also plays a critical role in building the utilization of ROSA system. In...
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Specialist Strategic Inventory Management
hace 2 semanas
Santiago, Metropolitana, Chile BHP A tiempo completoDate:31 May 2024Job Posting End Date:Job Country:ChileJob State/Province:SantiagoJob Location/Region:About BHPAt BHP we support our people to grow, learn, develop their skills and reach their potential. With a global portfolio of operations, we offer a diverse and inclusive environment with extraordinary career opportunities. Our strategy is to focus on...
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Budget Specialist
hace 2 días
Santiago, Metropolitana, Chile Food and Agriculture Organization A tiempo completoJob DescriptionDescription –>The Specialist will work under the general supervision of the Senior Administrative Officer and the direct supervision of the Budget Associate in RLC in close collaboration of the Budget Sub stream of the Support Services Stream.Tasks and responsibilities:Support the preparation, monitoring, and reporting of budget for Regional...
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Implementation Specialist
hace 2 semanas
Santiago, Metropolitana, Chile Peek A tiempo completoThe Peek Pro software suite provides world-class online booking, point-of-sale, and hundreds of automation tools such as inventory management, dynamic pricing, waivers, and marketing analytics. Thousands of operators like the Museum of Ice Cream, Artechouse, and Jam NOLA have grown their business and automated their operations with our technology.Peek...
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Threat Monitoring Specialist
hace 2 semanas
Santiago, Metropolitana, Chile Emergent Risk International A tiempo completoEmergent Risk International (ERI) is seeking to hire a full-time Threat Monitoring Specialist in Santiago, Chile to be embedded on an annual contract with one of our multinational clients. The Threat Monitoring Specialist will preferably have experience working in threat monitoring for a public or private sector entity or have recent, related educational,...