About this role
Wealth Management Advisor at Principal Chile. Location: Santiago, Región Metropolitana de Santiago, Chile. Role: capturing portfolio, advising clients, achieving sales goals Requirements: CAMV accreditation; at least 2 years in investments; experience building client portfolios; familiarity with wealth management practices. Category: Finance and Accounting Seniority: Mid Level Certifications: camv accreditation Commitment: Temporary Workplace: Hybrid Languages: Spanish