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Wealth Management Analyst I Job Opening In Lima – Now Hiring Inteligo Group


Job description

En nuestra subsidiaria Inteligo SAB.

estamos en la búsqueda de un/a Analista para el equipo de Wealth Management.

Objetivo
:

Apoyar a los Wealth Management Advisor en la generación de propuestas y en la atención de los clientes de Inteligo Plus.

Tu día a día:

  • Apoyar a los ejecutivos en la elaboración de las propuestas de los clientes.

  • Hacer seguimiento a las operaciones de los portafolios.

  • Realizar las presentaciones que se van a realizar a los clientes.

  • Hacer seguimiento al indicador de calidad de los portafolios y las visitas a los clientes.

  • Realizar reportes a la medida según necesidades de los clientes.

  • Generación de reportería consolidada entre distintas plataformas.

¿Qué buscamos de ti?

  • Experiencia de 1 año en roles afines.

  • Interés y conocimiento de inversiones, instrumentos y portafolios de inversión.

  • Office a nivel avanzado.

  • Bloomberg a nivel intermedio.

  • Inglés a nivel intermedio.

¿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.

  • Capacitaciones constantes.

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

En Inteligo Group nos comprometemos con la igualdad de oportunidades.

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

Required Skill Profession

Other General


  • Job Details

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Unlock Your Wealth Management Potential: Insight & Career Growth Guide


Real-time Wealth Management 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 Management in Lima, Peru, highlighting market share and opportunities for professionals in Wealth Management roles.

111 Jobs in Peru
111
61 Jobs in Lima
61
Download Wealth Management Jobs Trends in Lima and Peru

Are You Looking for Wealth Management Analyst I Job?

Great news! is currently hiring and seeking a Wealth Management Analyst I 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 Inteligo Group 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

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Inteligo Group interview tips for Wealth Management Analyst I

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Before the Interview:

Research: Learn about the Inteligo Group's mission, values, products, and the specific job requirements and get further information about

Other Openings

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

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

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