Job Description
We are looking for a qualified professional to support clients with personalized financial planning, investment solutions, and insurance-based protection strategies.
Key Responsibilities:
Assist clients with financial and insurance planning
Support investment professionals in strengthening client relationships
Prepare and review financial plans with high accuracy
Qualifications:
Bachelor's degree in Finance or related field
5+ years of experience in financial services
Strong knowledge of investments and insurance
Excellent interpersonal and communication skills
Nivel de antigüedad
Intermedio
Tipo de empleo
Media jornada
Función laboral
Finanzas y Ventas
Sectores
Seguros
Key Responsibilities:
Assist clients with financial and insurance planning
Support investment professionals in strengthening client relationships
Prepare and review financial plans with high accuracy
Qualifications:
Bachelor's degree in Finance or related field
5+ years of experience in financial services
Strong knowledge of investments and insurance
Excellent interpersonal and communication skills
Nivel de antigüedad
Intermedio
Tipo de empleo
Media jornada
Función laboral
Finanzas y Ventas
Sectores
Seguros
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