Job Summary: We are seeking a professional to manage the client portfolio, attract new investors, and grow the fund administered in Bucaramanga. Key Highlights: 1. Pension fund administration and growth. 2. Attraction of high-value customers. 3. Leadership in sales force growth. Join our Voluntary Pension Fund Management Team in Bucaramanga! * Degree in Business Administration, Engineering, Economics, or related fields. * Minimum of 4 years of experience in the securities market and financial assets. * Certification with the securities market regulator (AMV). **Knowledge:** * Knowledge of financial markets and financial assets. * Management of savings and investment client portfolios. * Handling corporate offerings and institutional plans. * Knowledge of service and advisory for portfolio clients. **Responsibilities:** * Manage the fund value assigned to the region. * Attract and onboard new high-value clients, including individuals and companies. * Manage existing clients in the region. * Increase the value of the administered fund. * Lead sales force growth. * Engage with various insurance intermediaries. * Interact with clients to offer fund products and services. "Allianz is an equal opportunity employer and therefore welcomes applications regardless of ethnic or cultural background, age, gender, nationality, religion, disability, or sexual orientation". Regional Coordinator \- Bucaramanga Join our Voluntary Pension Fund Management Team in Bucaramanga! * Degree in Business Administration, Engineering, Economics, or related fields. * Minimum of 4 years of experience in the securities market and financial assets. * Certification with the securities market regulator (AMV). **Knowledge:** * Knowledge of financial markets and financial assets. * Management of savings and investment client portfolios. * Handling corporate offerings and institutional plans. * Knowledge of service and advisory for portfolio clients. **Responsibilities:** * Manage the fund value assigned to the region. * Attract and onboard new high-value clients, including individuals and companies. * Manage existing clients in the region. * Increase the value of the administered fund. * Lead sales force growth. * Engage with various insurance intermediaries. * Interact with clients to offer fund products and services. "Allianz is an equal opportunity employer and therefore welcomes applications regardless of ethnic or cultural background, age, gender, nationality, religion, disability, or sexual orientation".
Valentina Rodríguez
Indeed · HR
Valentina Rodríguez
Indeed · HR
