Global Wealth Solutions, LatAm - Analyst/ Associate

Added
4 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm data analytics salesforce microsoft office portuguese

📋 Description

  • Partner with External Relationship Managers to grow advisor relationships and AUM.
  • Provide outbound sales support to drive meetings with allocators.
  • Manage territory with pipeline data analytics for targeted marketing.
  • Follow up with prospective and existing advisors/clients.
  • Maintain CRM notes and daily activity with Relationship Managers.
  • Explain complex alternative investments clearly to clients.

🎯 Requirements

  • 2+ years of sales with financial advisors.
  • Fluency in Portuguese.
  • Knowledge of international Wealth Management.
  • Understanding of financial markets and alternative assets.
  • Strong communication and gravitas to position KKR.
  • CRM (Salesforce) and Microsoft Office proficiency.
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