Promotor Patrimonial
ICodde
Posted: March 17, 2026
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Quick Summary
We are seeking a consultant with a strong vision of the financial world, who can lead the development of a strategic direction that will help clients manage their risks and protect their assets. The ideal candidate should have extensive experience in financial planning and analysis, a solid understanding of business operations, and excellent communication skills. The successful candidate will be responsible for providing comprehensive financial guidance to high-end clients, with a focus on risk management and asset protection.
Required Skills
Job Description
Buscamos un perfil con visión empresarial y capacidad directiva para desarrollarse como Consultor Patrimonial. El objetivo principal es brindar asesoría financiera integral, especializándose en la gestión de riesgos y protección de activos (vida, gastos médicos mayores, hogar y mascotas) para clientes de alta gama.