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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


  • Job Details

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Unlock Your Wealth Associate Potential: Insight & Career Growth Guide


Real-time Wealth Associate Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Wealth Associate in Lima District, Peru, highlighting market share and opportunities for professionals in Wealth Associate roles.

187 Jobs in Peru
187
88 Jobs in Lima District
88
Download Wealth Associate Jobs Trends in Lima District and Peru

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.

Wait no longer! Are you also interested in exploring similar jobs? Search now: .

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. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying Peru laws and regulations

What Is the Average Salary Range for Wealth Associate Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in Lima District. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Wealth Associate?

Key qualifications for Wealth Associate typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

How Can I Improve My Chances of Getting Hired for Wealth Associate?

To improve your chances of getting hired for Wealth Associate, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

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 Wealth Associate 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.

Dress Professionally: Choose attire appropriate for the company culture.

Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

During the Interview:

Be Punctual: Arrive on time to demonstrate professionalism and respect.

Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

Follow Up: Send a thank-you email to the interviewer within 24 hours.

Additional Tips:

Be Yourself: Let your personality shine through while maintaining professionalism.

Be Honest: Don't exaggerate your skills or experience.

Be Positive: Focus on your strengths and accomplishments.

Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

Turn Off Phone: Avoid distractions during the interview.

Final Thought:

To prepare for your Wealth Associate interview at KSR-Global, research the company, understand the job requirements, and practice common interview questions.

Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the KSR-Global's products or services and be prepared to discuss how you can contribute to their success.

By following these tips, you can increase your chances of making a positive impression and landing the job!

How to Set Up Job Alerts for Wealth Associate Positions

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