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Ejecutivo de Fondos de Inversion con cartera de clientes en Peru Job Opening In Lima – Now Hiring Confidential

Ejecutivo de Fondos de Inversion con cartera de clientes en Peru

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Job description

Responsabilidades

Identificar potenciales inversionistas, personas naturales o jurídicas.

Promocionar productos de inversión, detallando rentabilidades, riesgos y condiciones.

Evaluar el perfil del cliente e identificar soluciones financieras adecuadas.

Formalizar acuerdos y gestionar la firma de contratos.

Mantener relación constante con los clientes e informar sobre el estado de sus inversiones.

Verificar documentos KYC y asegurar el cumplimiento de normativas legales.

Reportar avances y mantenerse actualizado sobre el mercado financiero.

Requisitos

Formación técnica o universitaria en Administración de empresas, Finanzas, Contabilidad, Economía o Afines.

Mínimo 3 años de experiencia laboral, preferentemente en los sectores de seguros, banca y/o AFP.

Cartera de clientes nacionales.

Orientación al cumplimiento de objetivos y plazos.

Experiencia en captación de inversiones.

Disponibilidad para laborar de lunes a viernes de 8:00 am a 6:00 pm (Con flexibilidad horaria)

Modalidad Híbrida: reuniones presenciales 3 veces por semana (horario a definirse con el ejecutivo)

Condiciones Económicas

Remuneración Fija Mensual (Básico)

Comisión por captación de fondos de 2% (anual) sobre un 10% de rentabilidad ofrecida al inversionista (anual).

Posibilidad de desarrollo profesional.

Clima laboral colaborativo y dinámico.

Required Skill Profession

Other General


  • Job Details

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