Head of Wealth Management
hace 2 semanas
Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the local team (2B+ AUM) of Wealth Advisors while leading the continued buildout of the region through organic growth. The Opportunity - Manage a multi-billion dollar team of 10+ Wealth Advisors, Financial Planners and CSA’s to provide best in class service to high net worth and ultra high net worth clientele - Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence - Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele - Help identify and lead the cultural integration of acquired wealth management practices - Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives - Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives - Opportunity for equity ownership Requirements - Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture - Strong preference for candidates with a CFP or similar advanced designation #J-18808-Ljbffr
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Head of Wealth Management
hace 2 semanas
Lima Metropolitana, Perú Leah Yosef International A tiempo completoBe among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the local team (2B+ AUM) of Wealth Advisors while leading the continued buildout of the region through organic growth. The Opportunity Manage a...
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Wealth Management Advisor
hace 2 semanas
Lima Metropolitana, Perú Equitable Advisors A tiempo completoOverview Senior Executive Vice President at Equitable Advisors Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success. Equitable...
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Wealth Management Advisor
hace 2 semanas
Lima Metropolitana, Perú Equitable Advisors A tiempo completoOverview Senior Executive Vice President at Equitable Advisors. Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact and help guide others to find their personal success. Equitable...
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Analista Senior Planeamiento Wealth Management
hace 5 días
Lima Metropolitana, Perú Scotiabank A tiempo completoAnalista Senior Planeamiento Wealth Management Gracias por tu interés en ser parte de Scotiabank Perú, apreciamos tu postulación. Estamos en la búsqueda de personas con talento que quieran crecer y lograr los objetivos de nuestra organización. ¡Te deseamos mucho éxito dentro de este proceso! Tipo de Contrato: Indeterminado Contribuye al éxito general...
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Head of Product
hace 2 semanas
Lima Metropolitana, Perú Genies A tiempo completoJoin to apply for the Head of Product role at Genies Join to apply for the Head of Product role at Genies Get AI-powered advice on this job and more exclusive features. Genies is an avatar technology company powering the next era of interactive digital identity through AI companions. With the Avatar Framework and intuitive creation tools, Genies enables...
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Head of Product
hace 2 semanas
Lima Metropolitana, Perú Genies A tiempo completoJoin to apply for the Head of Product role at Genies Join to apply for the Head of Product role at Genies Get AI-powered advice on this job and more exclusive features. Genies is an avatar technology company powering the next era of interactive digital identity through AI companions. With the Avatar Framework and intuitive creation tools, Genies enables...
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Wealth Management Advisor
hace 1 semana
Lima, Perú Inteligo Group A tiempo completoEn nuestra subsidiaria Inteligo SAB estamos en la búsqueda de un/a Wealth Management Advisor para nuestra VP de Wealth Management.Tu Objetivo:Brindar asesoría y servicios de gestión de portafolios de inversión a un grupo de clientes asignados, los cuales, por el monto de sus inversiones, potencial y nivel de conocimientos / requerimientos solicitan un...
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Analista Senior Planeamiento Wealth Management
hace 5 días
Lima, Perú Scotiabank A tiempo completoID de la solicitud: 250352Gracias por tu interés en ser parte de Scotiabank Perú, apreciamos tu postulación. Estamos en la búsqueda de personas con talento que quieran crecer y lograr los objetivos de nuestra organización. Te deseamos mucho éxito dentro de este procesoAnalista Senior Planeamiento Wealth ManagementBusiness Line: Wealth ManagementUnit:...
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Analista Senior Planeamiento Wealth Management
hace 1 semana
Lima, Perú Scotiabank A tiempo completoID de la solicitud: 250352Gracias por tu interés en ser parte de Scotiabank Perú, apreciamos tu postulación. Estamos en la búsqueda de personas con talento que quieran crecer y lograr los objetivos de nuestra organización. Te deseamos mucho éxito dentro de este procesoAnalista Senior Planeamiento Wealth ManagementBusiness Line:Wealth...
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Lima Metropolitana, Perú Scotiabank A tiempo completoUna institución financiera en Lima busca un Analista Senior en Planeamiento Wealth Management. El candidato ideal tendrá más de 2 años de experiencia en banca y habilidades en el análisis financiero, junto con un dominio avanzado de Excel y Power Point. Las responsabilidades incluyen la elaboración de planes financieros, indicadores de gestión, y...
