Financial Advisor

Description

Job Summary: We are seeking a Financial Advisor for a traditional and digital banking institution, responsible for advising on products, managing portfolios, and achieving targets. Key Highlights: 1. Advising on accounts, investments, and banking services 2. Prospecting and advising new and existing customers 3. Portfolio management and achievement of financial targets We are a financial institution with over 20 years of experience in the industry, focused on both traditional and digital banking. We are currently seeking your talent as: Financial Advisor Objective: To provide advisory services on accounts, investments, and services offered by the institution. Responsibilities: 1. Customer prospecting. 2. Familiarity with products offered by the institution. 3. Advising new and existing customers. 4. Preparing periodic reports. 5. Monitoring overdue portfolio. 6. Validating documents and information. 7. Performing any other duties inherent to the position. 8. Achieving performance targets. Bachelor's degree in Administration, Finance, or related field. Minimum 2 years of experience in similar positions. WE OFFER: Attractive salary Statutory benefits Attractive additional benefits package. -Requirements- Minimum education: Higher education - Bachelor's degree 1 year of experience Keywords: advisor, asesor, financial