Investment Advisor

Job description

We are looking for an Investment Advisor to work strategically in building and strengthening relationships with our clients, offering personalized financial solutions aligned with the short, medium, and long-term goals of each client. Responsibilities and attributions: Onboarding (1st month) One month of immersion for you to deeply understand our processes, tools, culture, solutions, and the strategic routine of the advisor at EQI. Commercial Refinement…

Required skills

onboarding financial solutions investment advisor eqi strategic routine

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