11 sep
|
Proyecto Vida y Asociados
|
Polanco
11 sep
Proyecto Vida y Asociados
Polanco
The idóneo candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
📌 Asesor financiero (Polanco)
🏢 Proyecto Vida y Asociados
📍 Polanco