Wealth Management Professional

hace 2 días


Lima Metropolitana, Perú Scotiabank A tiempo completo
Sales Strategy

This role is responsible for developing and implementing sales strategies to meet revenue targets and grow the client base. The ideal candidate will have a strong background in finance and investments, with excellent relationship-building skills and a proven track record of meeting sales targets.

The successful candidate will manage a portfolio of high net worth clients, providing personalized service and building strong relationships. They will also collaborate with cross-functional teams to provide comprehensive solutions to clients.

Responsibilities:

  • Manage a portfolio of high net worth clients, providing personalized service and building strong relationships.
  • Develop and implement sales strategies to meet revenue targets and grow the client base.
  • Collaborate with cross-functional teams to provide comprehensive solutions to clients.
  • Stay up-to-date on market trends and industry developments to ensure expertise and advice are always current.

Requirements:

  • Bachelor's Degree in Economics, Administration, Engineering, Finance or related field.
  • 15 years of experience in the Financial System, preferably in Private Banking, Investments, or related units.
  • Advanced knowledge of banking products, including deposits and loans.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.


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