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Urgent! Asesor de Inversiones Lima Job Opening In Lima – Now Hiring Michael Page

Asesor de Inversiones Lima



Job description

  • Pertenecer a una empresa de sólida trayectoria
  • Pertenecer a una empresa con crecimiento sostenido en el mercado

About Our Client
Empresa con sólida presencia en el sector financiero, cuenta con varios años de experiencia ofreciendo soluciones de inversión y productos de ahorro innovadores.

Ha demostrado un crecimiento sostenido en el mercado, respaldado por un enfoque centrado en el cliente y la tecnología

Job Description

  • Prospectar y visitar a potenciales clientes para la colocación de productos de inversión y oportunidades de negocio
  • Asesorar al cliente en la gestión patrimonial y finanzas personales
  • Preparar y presentar reportes comerciales a clientes y nuevos prospectos
  • Desarrollar e implementar estrategias de ventas para promover los productos de la empresa
  • Gestionar la documentación necesaria para la emisión de contratos
  • Elaborar los reportes de visitas a clientes y nuevos prospectos llevados en el día

The Successful Applicant

  • Profesional de carreras Administración, Economía, Contabilidad o carreras afines.

  • Con experiencia mínima de 5 años de experiencia como asesor comercial en inversiones o ejecutivo comercial en productos pasivos en Fondos Mutuos, Fondos de Inversión, Empresas de Seguros, AFPs o Banca
  • Manejo de herramientas de office intermedio

What's On Offer
Pertenecer a una empresa de sólida trayectoria y con crecimiento sostenido en el mercado financiero

Contact: Varinhia Gutierrez
Quote job ref: JN


Required Skill Profession

Other General



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