Private Wealth Management Specialist
hace 6 meses
**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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Head of Wealth Management
hace 5 meses
Santiago de Chile Principal Chile A tiempo completo**Responsabilidades**: 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...
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Asset Management
hace 5 meses
Santiago de Chile JPMorgan Chase & Co A tiempo completo**JOB DESCRIPTION** This role will be responsible for supporting the development of the Asset Management business in Southern Cone based in Santiago Chile, bringing J.P. Morgan Asset Management global capabilities, strategies, and products (including ETFs, Mutual Funds, SMAs, and Alternatives), to local clients (including Pension Funds, Mutual Funds, Private...
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Financial Management Specialist
hace 5 días
Santiago, Metropolitana, Chile 3Owl Management Inc A tiempo completoA reputable Agro-solutions company based in Northern Luzon is seeking a seasoned Financial Management Specialist. This role involves spearheading the annual budgeting process, encompassing the preparation, review, and consolidation of departmental budgets.Responsibilities:Develop and manage the annual budgeting processPrepare, review, and consolidate...
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Medication Management System Specialist
hace 2 días
Santiago, Metropolitana, Chile InterSystems A tiempo completoAbout the RoleWe are seeking a highly skilled Medication Management System Specialist to join our team at InterSystems. As an Application Specialist, you will play a key role in the implementation and support of hospital information systems (HIS), with a focus on medication management.
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Application Specialist
hace 4 meses
Santiago, Chile InterSystems A tiempo completoSummaryAs a HIS application specialist with a focus on medication management, you will play a strategic role in the implementation, configuration and support of hospital information systems (HIS). Your primary responsibility will be to ensure efficiency, safety and regulatory compliance in the end-to-end management of the medication cycle by optimizing the...
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Economic Empowerment Specialist, Gender-responsive
hace 3 meses
Santiago de Chile United Nations Development Programme (UNDP) A tiempo completo**LOCATION**: Santiago, CHILE **TYPE OF CONTRACT**: FTA Local **STARTING DATE**: **APPLICATION DEADLINE**: 16-Sep-24 (Midnight New York, USA) **POST LEVEL**: NO-C **DURATION OF INITIAL CONTRACT**: **TIME LEFT**: 20d 13h 54m **LANGUAGES REQUIRED**: English Spanish **EXPECTED DURATION OF ASSIGNMENT**: 1 year **Background**: UN Women, grounded in the...
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Digital Operations Management Specialist
hace 2 semanas
Santiago, Metropolitana, Chile Pager A tiempo completoAbout the RoleWe are seeking a highly skilled Digital Operations Management Specialist to join our team at PagerDuty. As a key member of our operations team, you will be responsible for driving sales process improvements, enabling teams, and providing deal support to our global sales teams.
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Programme Management Specialist
hace 3 meses
Santiago de Chile United Nations Development Programme (UNDP) A tiempo completo**LOCATION**: Santiago, CHILE **TYPE OF CONTRACT**: FTA Local **STARTING DATE**: **APPLICATION DEADLINE**: 16-Sep-24 (Midnight New York, USA) **POST LEVEL**: NO-C **DURATION OF INITIAL CONTRACT**: **TIME LEFT**: 20d 13h 54m **LANGUAGES REQUIRED**: English Spanish **EXPECTED DURATION OF ASSIGNMENT**: 1 year **Background**: UN Women, grounded in the...
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Asociado de Fund Management
hace 3 meses
Santiago de Chile Credicorp Capital A tiempo completo**¡Súmate a nuestro equipo Credicorp Capital!** En **Credicorp Capital** buscamos Talento** **para ocupar la posición de **Asociado de Fund Management **para trabajar en el equipo de Gestión de Activos en Santiago de Chile. **Tu equipo es**: El área de Fund Management es la encargada de administrar los feeder funds, fondos de private equity y deuda...
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Contract Management Specialist
hace 4 semanas
Santiago, Metropolitana, Chile BHP A tiempo completoAbout the RoleAt BHP, we are seeking a skilled Contract Management Specialist to contribute to the execution of safe operational objectives and service contracts. This role involves liaising between BHP and its employees, vendors, and subcontractors to ensure effective work practices across the organization.Key ResponsibilitiesDevelop Scopes of Work and...
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Regional HR Service Management Specialist
hace 6 meses
Santiago de Chile Siemens Energy A tiempo completoExperienced Professional **A Snapshot of Your Day** As a Regional HR Services Management Specialist you will work closely with the Regional HR Services Lead, also interfacing with colleagues from other regions and global. You will have responsibility for managing / overseeing HR operations currently being delivered through an ecosystem of providers,...
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Regional HR Service Management Specialist
hace 6 meses
Santiago de Chile Siemens Energy A tiempo completoExperienced Professional **A Snapshot of Your Day** As a Regional HR Services Management Specialist you will work closely with the Regional HR Services Lead, also interfacing with colleagues from other regions and global. You will have responsibility for managing / overseeing HR operations currently being delivered through an ecosystem of providers,...
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Facilities Management Specialist
hace 3 semanas
Santiago, Metropolitana, Chile InterSystems A tiempo completoJob SummaryThe Facilities Management Specialist will be responsible for supporting the LATAM offices of InterSystems. This role will require experience in managing Class A office space and maintaining company facilities and equipment to a high standard. The successful candidate will cover a broad range of responsibilities including supplier management,...
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Application Specialist
hace 2 semanas
Santiago, Chile InterSystems A tiempo completoSummaryAs a HIS application specialist with a focus on medication management, you will play a strategic role in the implementation, configuration and support of hospital information systems (HIS). Your primary responsibility will be to ensure efficiency, safety and regulatory compliance in the end-to-end management of the medication cycle by optimizing the...
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Conservation Specialist
hace 5 meses
Santiago de Chile The Nature Conservancy A tiempo completo**OFFICE LOCATION**: Santiago, Chile LA060 **WHO 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...
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Programme Management Specialist
hace 2 semanas
Santiago, Metropolitana, Chile United Nations A tiempo completoJob OverviewWe are seeking a skilled Programme Management Specialist to join our team at the United Nations. This role is perfect for individuals who are passionate about programme management and want to make a meaningful contribution to our organization.About the RoleThis Programme Management Specialist will be responsible for coordinating programme/project...
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Driver and Transportation Specialist
hace 4 días
Santiago, Metropolitana, Chile Human Resource Specialist Incorporated A tiempo completoJob Summary">We are seeking a reliable and skilled driver to join our team at Human Resource Specialist Incorporated. As a Driver and Transportation Specialist, you will be responsible for safely transporting employees, clients, and company assets. This is a full-time position that requires a professional driver's license and related work experience.About...
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Construction Project Management Specialist
hace 7 días
Santiago, Metropolitana, Chile Turner & Townsend A tiempo completoJob OverviewWe are seeking a seasoned Construction Project Management Specialist to join our team. In this role, you will be responsible for overseeing the execution of construction projects from inception to completion.Key Responsibilities:Contract Management: Review contracts scope of works, ensure contractors comply with contract documentation, and upload...
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Specialist Asset Management Planner
hace 3 semanas
Santiago de Chile BHP A tiempo completo**Date**:Nov 8, 2024**Job Posting End Date**: **Job Country**:Chile**Job State/Province**:Santiago**Job Location/Region**: **Acerca de BHP** ¡Te damos la bienvenida a BHP! Aquí impulsamos el desarrollo profesional de todos nuestros equipos para poder alcanzar su máximo potencial. Con una cartera global de operaciones, ofrecemos un entorno diverso e...
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Application Specialist
hace 1 mes
Santiago, Metropolitana, Chile InterSystems A tiempo completoJob Title: Application SpecialistAt InterSystems, we are seeking an experienced Application Specialist to join our team. As a key member of our implementation team, you will play a critical role in the successful deployment of our hospital information systems (HIS) solutions.Key Responsibilities:Discovery: Analyze client processes, identify customer needs...