Careers

Office Based: Las Condes, Santiago de Chile

Closing date: 11th December 20

Role – Operational Administrator

Responsibilities:

Admin support – Supporting Senior Wealth Managers and the Operations Manager

Managing client mailboxes

Writing content for social media and the website SEO

Client servicing

Ad hoc – Project work

Marketing Campaigns to clients

Requirements:

University Degree

Customer Service Experience

English and Spanish required

Microsoft Office knowledge, especially Excel and PowerPoint

Organised, with an eye for detail and with a professional manner

Social Media knowledge

CRM knowledge is an advantage

Any financial services experience is an advantage.

Please apply with salary expectations.

Apply now! 👉 info@ci-associates.com

Office Based: Las Condes, Santiago de Chile

Closing date: 11th December 20

Role – Business Development Associate

Summary Objective

To generate New Business by securing meetings with prospective clients, and supporting Wealth Managers (WMs) around Latin America/

Key Responsibilities

New Business Development

• • Generate lists of prospective clients across Latam regions through online research and referrals.
  • Contact prospective clients by means of tele-sales to promote company services.
  • Arrange meetings between prospective clients and WMs to facilitate sales opportunities.
  • Achieve Sales Team targets in accordance with company KPIs, as laid out by management.

Administration

• • Work closely with WMs to ensure upcoming meetings are attended and prospective clients are correctly qualified.
  • Managing multiple WMs agendas
  • Update and maintain client databases and CRM systems, as instructed by management.

Training & Personal Development

• • Report weekly to management for appraisal of progression towards personal and team targets.
  • Participate in weekly meetings as led by Senior Management to improve understanding of regional business/financial sector and overall company strategy.
  • Attend regular training sessions as provided by the company to enhance teamwork and promote company growth.
  • Possibility to be supported for external financial exams.

Essential Qualifications, Skills & Experience

• • Good IT skills, particularly using Microsoft Excel and online search tools, for example LinkedIn
  • Persevering attitude;
  • Excellent communication skills, including fluency in English (oral and written);
  • Strong organizational skills;
  • Interest in financial sector;
  • Willingness to constantly learn and improve.
  • Desirable Qualifications, Skills & Experience
  • Bachelor’s degree in Business or Finance;
  • Oral fluency in Spanish and/or Portuguese.
  • Telesales experience

Salary is Basic + Commission

Apply now! 👉 info@ci-associates.com