Wealth Management Advisor
hace 4 semanas
¿Qué esperamos de ti?
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 experiencia de más de 140 años en la industria nos ha posicionado como un referente en el mercado financiero.
Estamos buscando un Wealth Management Advisor quien tendrá la misión principal de captar y mantener una cartera de clientes que administren sus inversiones en la compañía, ofreciendo asesoría financiera permanente y de excelencia.
Funciones principales:
Captación y mantención de cartera de clientes de alto patrimonio.
Asesoramiento financiero a clientes.
Cumplimiento de metas comerciales exigidas
¿Qué buscamos?
Profesionales que cuenten con al menos 2 años de experiencia en inversiones
Acreditación Camv Vigente(deseable)
Experiencia armando cartera de clientes (deseable)
Nuestra Cultura de Trabajo
Somos conscientes que un adecuado equilibrio es la mejor forma de tener equipos exitosos y empoderados, por lo cual adoptamos un enfoque de flexibilidad que se adapta a tus necesidades y de tu equipo con base en una cultura de confianza.Nuestro compromiso es entregarte los recursos y oportunidades que necesitas para ser exitoso.
¿Qué podemos ofrecerte?
Flexibilidad Modalidad de trabajo hibrida Vamos sólo 1 ó 2 veces a la semana a la oficina
Más tiempo para ti: Tenemos una jornada menor a la legal, de 39,5 hrs. Semanales
Los viernes trabajamos hasta las 14:00 hrs. y además podrás tener hasta 10 días de vacaciones adicionales al año.
Seguro complementario de salud y dental.
Espacios de trabajo colaborativos para que te sientas cómodo asistiendo a la oficina.
Oportunidades y herramientas para impulsar tu desarrollo profesional.
APV 1+1
Experiencia Principal
En Principal, valoramos el balance tanto a nivel personal como profesional. Juntos, estamos imaginando un futuro orientado a darle propósito a los servicios financieros, y eso comienza contigo. Nuestro éxito depende de las experiencias y talentos únicos de nuestros colaboradores. Apoyándolos de la misma manera que a nuestros clientes: con ofertas de beneficios integrales y competitivas diseñadas para proteger su bienestar físico, financiero y social. Visite nuestro sitio de carreras para obtener más información sobre nuestro propósito, valores y beneficios.
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