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Urgent! Ejecutivo Preferente en Gestión Patrimonial Bogotá Job Opening In Bogotá Distrito Capital – Now Hiring Colfondos S.A.

Ejecutivo Preferente en Gestión Patrimonial Bogotá



Job description

Resumen

Ejecutivo Preferente en Gestión Patrimonial.

Buscamos un Ejecutivo Financiero Preferente certificado ante el AMV como asesor financiero, capaz de analizar el perfil financiero del cliente, diseñar soluciones de inversión personalizadas, y ofrecer productos financieros como fondos de inversión, carteras administradas y productos estructurados.

El candidato ideal deberá contar con experiencia en seguir y ajustar portafolios según las condiciones del mercado, así como en ejecutar estrategias comerciales para incrementar los activos administrados.

Profesional en Economía, Administración de Empresas, Finanzas o Ingeniería Industrial.

Responsabilidades

  • Brindar asesoría financiera especializada y personalizada a clientes preferentes y de alto patrimonio.

  • Analizar el perfil financiero del cliente para diseñar soluciones de inversión personalizadas.

  • Ofrecer productos financieros como fondos de inversión, carteras administradas, seguros fiducias y productos estructurados.

Requisitos

  • Certificación ante el AMV como Asesor Financiero.

  • Título profesional en Economía, Administración de Empresas, Finanzas, Ingeniería Industrial o afines.

  • Experiencia en análisis y gestión de portafolios de inversión.

  • Habilidad para diseñar y ofrecer soluciones de inversión personalizadas.

  • Capacidad para ejecutar estrategias comerciales de incremento de activos.

Nivel de Educación

  • Profesional, deseable con Especialización

Sectores Laborales

  • Fondo de Pensiones
  • Inversiones y mercado bursátil
  • Comisionistas

Cargo

  • Ejecutivo Preferente

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Required Skill Profession

Sector Público, Administración Y Política



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