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Urgent! Wealth Associate Job Opening In Lima District – Now Hiring KSR-Global



Job description

Nos encontramos en búsqueda de un Weatlh Associate para importante empresa del sector Financiero.


Funciones:

  • Supervisar el traspaso de posiciones y gestionar un cuadro de control.
  • Gestionar préstamos y diagnósticos financieros para prospectos.
  • Apoyar a los Relationship Managers en reuniones y coordinación con clientes.
  • Participar en el comité de inversiones y proponer rebalanceos de portafolio.
  • Revisar impuestos preliminares para eficiencia tributaria.
  • Coordinar con los equipos de client service y wealth planning.
  • Ser backup del RM y apoyar en solicitudes del cliente.
  • Negociar tasas con bancos y asegurar correcta ejecución de operaciones.
  • Mantener el control documentario de tarifas por cliente y banco.




Requisitos:
  • Estudios profesionales en economía, finanzas o carreras afines
  • Mínimo dos años de experiencia en entornos corporativos y/o funciones afines al puesto.
  • Manejo avanzado de Microsoft Office.
  • Dominio de Inglés profesional
  • Dominio de Power BI
  • Conocimientos de activos financieros (renta fija, variable, productos alternativos).
  • Bloomberg (deseable)
  • CFA - Level II (deseable)


Required Skill Profession

Financial Specialists



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    Unlock Your Wealth Associate Potential: Insight & Career Growth Guide


  • Real-time Wealth Associate Jobs Trends in Lima District, Peru (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Wealth Associate in Lima District, Peru using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 190 jobs in Peru and 88 jobs in Lima District. This comprehensive analysis highlights market share and opportunities for professionals in Wealth Associate roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

  • Are You Looking for Wealth Associate Job?

    Great news! is currently hiring and seeking a Wealth Associate to join their team. Feel free to download the job details.

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  • The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at KSR-Global adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:
    • 1. Independence
    • 2. Loyalty
    • 3. Impartiality
    • 4. Integrity
    • 5. Accountability
    • 6. Respect for human rights
    • 7. Obeying Peru laws and regulations
  • What Is the Average Salary Range for Wealth Associate Positions?

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  • Interview Tips for Wealth Associate Job Success
    KSR-Global interview tips for Wealth Associate

    Here are some tips to help you prepare for and ace your job interview:

    Before the Interview:
    • Research: Learn about the KSR-Global's mission, values, products, and the specific job requirements and get further information about
    • Other Openings
    • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
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    During the Interview:
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    • Follow Up: Send a thank-you email to the interviewer within 24 hours.
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    Final Thought:

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