Investment Advisor - Mazatenango
Machine translation — original language: Spanish.Show original
Job Objective:
Manage and grow an investment client portfolio, actively prospecting new clients and providing excellent advisory services on funds and products, with a consultative approach oriented toward the real needs of each client.
Required Profile:
- Bachelor's degree in Finance, Administration, Economics, or a related field (Master's degree valued)
- Solid numerical and financial skills
- Experience in sales, financial advisory, or commercial roles (desirable)
- Excellent communication and customer service skills
- Advanced English (oral and written)
Responsibilities:
- Actively prospect new clients
- Manage and develop the assigned client portfolio
- Advise on investment funds and products
- Prepare and present personalized investment proposals
- Achieve commercial goals (new clients, AUM, and AUA)
Position:
Freelance
We Offer:
- Competitive salary
- Join a strategic commercial team
- Professional development in the financial sector
- Up to 3 annual bonuses for goal achievement.
-Requirements-
Minimum education: University 4 years of experience Languages: English Age: From 20 years old Driver's licenses: automobiles / cars Availability to travel: Yes
Keywords:
advisor, asesor, investments