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Urgent! Head of Investment Advisory Job Opening In Lima – Now Hiring Inteligo Group

Head of Investment Advisory



Job description

En nuestra subsidiaria Inteligo SAB estamos en la búsqueda de un/a Head of Investment Advisory para nuestra Gerencia de Trading & Investment Advisory.

Tu Objetivo:
Liderar la unidad y el equipo de Investment Advisory, ayudando y velando por el cumplimiento de los procesos de internor a clientes: atención, alternativas de inversión, regulación y pago / liquidación.

Así como liderar o participar el todos los proyectos ligados al negocio retail de la SAB.

Tu Día a Día:

  • Establecer los lineamientos necesarios proporcionando asesoría y capacitación permanente a los miembros de su equipo en temas referidos a la normatividad de la SMV, el mercado de inversiones, productos existentes y nuevos, y a la gestión de la cartera de clientes asignados.

  • Liderar o participar en los proyectos iniciativas digitales del negocio retail de la SAB, coordinando con las distintas áreas internas o proveedores externos.

  • Informarse permanentemente sobre las tendencias financieras del mercado local con la finalidad de mantenerse actualizado para sus labores de asesoría y capacitación.

  • Asignar y reasignar cartera de clientes entre el equipo de asesores de inversiones a su cargo.

  • Analizar los indicadores de desempeño del equipo a cargo con la finalidad de identificar buenas prácticas, tomar acciones correctivas o de mejora y gestionar los resultados.

  • Definir y desarrollar temas relacionados al mercado bursátil con la finalidad de exponerlos en los eventos promovidos por la empresa.

  • Definir los lineamientos del área, objetivos e indicadores y presupuesto / metas.

¿Qué Buscamos de Ti?

  • Experiencia mínima de 3 años como Trader de FX y/o Securities y/o Money Market y/o 3 años de experiencia mínima en roles como Asesor o Analista Senior Financiero.

  • Experiencia mínima de 3 años liderando equipos de personas en negocios de mercado de capitales con resultados y métricas comprobadas.

  • Conocimientos avanzados sobre mercado de capitales en sus distintos productos: renta variable (local y sobretodo extranjera), renta fija, etc.

¿Qué te ofrecemos?

  • Ingreso a planilla de la empresa con todos los beneficios de ley.

  • Pertenecer a una empresa GPTW.

  • Seguro EPS, para titular y derechohabientes
  • Beneficios Corporativos y acceder al Club de descuentos del Grupo Intercorp
  • Oportunidades de crecimiento a nivel interno y en el Grupo Intercorp.

  • Medio día Libre por Cumpleaños
  • Viernes flexibles quincenal durante todo el año.

En Inteligo Group nos comprometemos con la igualdad de oportunidades.

postulantes serán sin importar su origen étnico, sexo, edad, estado civil, orientación sexual, religión, discapacidad, nacionalidad o condición económica.


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