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WEALTH MANAGEMENT ASSOCIATE

São Paulo - São Paulo

Descrição da oferta de emprego

Wealth Management Associate - Generate business results and acquire new assets, both from existing client base and new client acquisition. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Strictly adhere to all risk and control policies, regulatory guidelines and security measures. Skills:Six plus years of work experience in Private Banking or Financial Services. Bachelors Degree required; MBA, JD, CFA, or CFP preferred. Proven sales success and strong business acumen. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Strong community presence with an established network. Focuses on the client experience and works tirelessly on the clients behalf. Bilingual: Portuguese / English fluency both oral and written. #J-18808-Ljbffr
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Detalhes da oferta

Empresa
  • Caderno Nacional
Localidade
Endereço
  • Indeterminado - Indeterminado
Data de publicação
  • 23/12/2024
Data de expiração
  • 23/03/2025
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