Espec Clientes Select High
Core
High-net-worth client advisor providing personalized financial consulting, wealth management, and succession planning for individuals with significant assets.
Role type
Senior IC wealth management advisor
Builds
Personalized financial solutions and investment products for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial market knowledge, structured products expertise, wealth management, negotiation, economic scenario interpretation, risk management, client acquisition, portfolio administration
Preferred skills
Postgraduate degree, CEA certification
Technologies
Microsoft Office
Responsibilities
Administer and grow a portfolio of 700-800 high-net-worth clients; Acquire new clients through sales of financial products; Manage portfolio risks according to regulatory standards; Monitor financial market changes to recommend appropriate services; Provide personalized consultative guidance to clients.