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Urgent! Investment Advisor Job Opening In Lima – Now Hiring Inteligo Group

Investment Advisor



Job description

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

Tu Objetivo:
Dar asesoría especializada en inversiones a los clientes con carteras medianas y grandes, identificando sus necesidades de inversión y formulando las respectivas propuestas, de acuerdo con las políticas de la empresa y perfil de riesgo del cliente con el fin de maximizar el desempeño de sus inversiones, siempre cumpliendo la regulación vigente.

Tu Día a Día:

  • Asesorar a los clientes proponiendo alternativas de inversión que maximicen el rendimiento de sus portafolios considerando los perfiles de riesgo de cada uno, cumpliendo la normativa vigente; así como un seguimiento constante de la cartera de sus clientes.

  • Informarse permanentemente sobre la economía local y global para identificar propuestas de inversión y asesorar al cliente, lo que conlleva a, revisar noticias, revistas económicas, plataformas financieras, Bloomberg, entre otras fuentes.

  • Registrar las instrucciones de compra / venta de productos en los respectivos sistemas internos y/o plataformas de inversión, para su posterior ejecución, siempre cumpliendo las normativas internas y la regulación vigente.

    Efectuar el seguimiento respectivo y comunicar al cliente sobre la transacción efectuada y velando por la liquidación de la operación.

  • Brindar periódicamente capacitación a los clientes sobre temas bursátiles, buscando fortalecer sus conocimientos y proporcionando información sólida sobre el mercado.

  • Actualización periódica de las fichas de registro de su cartera de clientes, según la norma interna y la regulación.

  • Llevar propuestas de oportunidades de inversión a los Comités respectivos y elaborar la redacción de estas para enviarlas a los clientes en coordinación con su jefatura.

  • Participar activamente en los comités de mercados aportando puntos de vista e información relevante al equipo AI.

¿Qué Buscamos de Ti?

  • Egresado de carreras como: Economía, Administración, Negocios, Finanzas, Ingeniería Industrial o afines.

  • Conocimientos avanzados de economía, finanzas, mercados financieros y bursátiles.

  • Inglés Avanzado
  • Especialización en Mercados Bursátiles y/o afines (deseable).

  • Uso de plataformas de análisis técnico y Bloomberg (deseable).

  • Examen de Asesor (indispensable) y operador (deseable) de la SMV.

¿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.


Required Skill Profession

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    Unlock Your Investment Advisor Potential: Insight & Career Growth Guide


  • Real-time Investment Advisor Jobs Trends in Lima, Peru (Graphical Representation)

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