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Lead Financial Advisor

hace 4 semanas


Santiago, Metropolitana, Chile Betterplan A tiempo completo
Lead Financial Advisor

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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