At Credicorp Capital Miami, we are seeking Exceptional Talent to join our WM team as an Investment Advisor. The main goal of this position is to provide clients with expert advisory services in areas such as Wealth Planning, Lending, and MFO, becoming a strategic partner in identifying the best investment opportunities to preserve and grow our clients’ wealth.
Key Responsibilities:
Sourcing and reaching out to potential private banking clients.
Identifying tailored investment opportunities for each client.
Presenting investment proposals.
Advising and addressing the investment needs of current clients through regular communication.
Handling client requests efficiently (e.g., deposits, withdrawals, cancellations, or fund transfers).
Providing agile and effective advisory services.
Requirements:
Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management