Asesor Patrimonial Senior - Alto Patrimonio
Segment (Twilio)
Principal Fondos de Inversión SA de CV Operadora de Fond. busca gestionar y ampliar la cartera de clientes de alto patrimonio, ofreciendo asesoría financiera responsable y cumplimiento regulatorio. El rol implica captar recursos, cerrar contratos y sostener relaciones a largo plazo para alcanzar metas comerciales.
La posición se enmarca en una cultura orientada al cliente, con flexibilidad laboral y beneficios competitivos para apoyar tu bienestar financiero y profesional.
#J-18808-LjbffrVacante publicada el 2 días atrás
Empleos similares que podrían interesarleBasado en la vacante Asesor Patrimonial Senior - Alto Patrimonio en Centro (municipio)
$250 por día
...solidez financiera, experiencia y alto nivel tecnológico que nos... ...de personas físicas de alto patrimonio para establecer relaciones de... ...con la empresa mediante una asesoría responsable, considerando los... ...de clientes nuevos del perfil patrimonial que dicte la institución, generando...PatrimonioTrabajo híbridoHorario flexibleSegment (Twilio)
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iCodde
Centro (municipio)3 días atrás $60,000 por año
Asesor Patrimonial • Líder en el sector de créditos sobre garantía en autos, te invita a formar parte de su área de captación como asesor patrimonial de inversiones. • Objetivo del puesto: Captar recursos / capital a través de inversión privada. Funciones: Generar...SugeridoPor horaFreelanceInicio inmediatoTrabajo híbridoAUTODINERO
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Centro (municipio)1 día atrás
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