Operational Administrator

Office Based: Las Condes, Santiago de Chile

Closing date: 11th December 20

Role – Operational Administrator




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



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! 👉 [email protected]

Business Development Associate

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.



    • 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! 👉 [email protected]