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Lead Financial Advisor
hace 4 semanas
Nuestro candidato ideal debe ser una persona con orientación comercial, que genere empatía y cercanía con los clientes, que esté interesado en aprender y desarrollarse en una Startup en crecimiento, y que quiera seguir aprendiendo e incorporando nuevas estrategias y acciones comerciales. Esta persona deberá liderar al equipo de asesores de inversiones.
Principales tareas y responsabilidades:
- Atención y gestión de la cartera de clientes del segmento Wealth Management.
- Cierre y conversión de leads de prospectos del segmento Wealth Management.
- Apoyo y seguimiento al equipo de asesores en su gestión comercial de conversión y cartera de clientes.
- Liderar, preparar y presentar el comité de inversiones.
- Apoyo en el diseño e implementación de toda la estrategia comercial de Betterplan.
- Participación en comités comerciales.
Esta posición es muy relevante dentro de la empresa y también tiene una enorme proyección a futuro.
Calificaciones:
- Ingeniero Comercial.
- +5 años de experiencia profesional en empresas de inversiones.
- Interés de ser protagonista en el desarrollo y construcción de una nueva empresa.
Industria: Financial Services
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