Asesor Patrimonial (con cédula CNSF vigente)
Core
Provide comprehensive wealth management solutions including protection, savings, investment, and estate planning for high-level clients.
Role type
Wealth Manager
Builds
Customized investment portfolios and financial strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
active client portfolio, proactive mindset, long-term relationship focus, ethical professionalism
Preferred skills
life insurance experience, investment experience, AMIB certification interest
Technologies
ETFs, global stocks, managed portfolios, debt funds, variable income funds
Responsibilities
Advise clients on protection, savings, investment, and estate planning; Design tailored strategies using RPS product portfolio; Grow client portfolio leveraging brand and alliances
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