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Urgent! Wealth Management Operations Analyst in Chile Job Opening In Santiago de Chile – Now Hiring Credicorp Capital

Wealth Management Operations Analyst in Chile



Job description

At Credicorp Capital, we are looking for an exceptional talent to join us as a
Wealth Management Operations Analyst
in Chile.
Native-level
English is mandatory.

Responsibilities

  • :Open accounts (individual, joint, and corporate, including margin accounts)
  • .Manage ACATS, journals, free deliveries, free receives, wire transfers, and other asset movement requests for existing clients
  • .Instruct both external (wire transfers) and internal (journals) transfers from Credicorp Capital US accounts
  • .Consult with Operations to determine if assets can be held at Pershing before reception and confirm to the banker which assets can be received
  • .Gather supporting documents sent by the client
  • .Complete account opening forms
  • .Follow up until assets arrive at or leave Pershing
  • .Submit all documentation to the Onboarding team
  • .Request the Operations team to update the
    cost basi
    s of received positions correctly and track progress
  • .Execute investment orders for the team (mutual funds, ETFs, stocks, structured notes, alternative investment funds), including preparing subscription documentation for semi-liquid funds
  • .Prepare investment positions (retrieved from NetX360) in the required format, as well as
    activity report
    s and
    on-demand account statement
    s for bankers

**.

Requirement**

  • s:Bachelor's degree in Administration and Finance, Economics, Industrial Engineering, International Business, or related field
  • s.Native-leve
    l English is mandator
  • y.Ideally
    , 1 year of experien
    ce as an analyst in a bank or multi-family office in a similar rol
  • e.Intermediate knowledge o
    f financial investmen
    ts and th
    e Wealth Management indust
    r
  • y.Willingness to obtai
    n FINRA's Securities Industry Essentials (SI

**E)

Additional Benefi**

  • ts:Credicorp Capital sponsors professional FINRA's certifications, allowing f
    or strong career gro
    wth and hi
    gh professional project
    i
  • on.Are you ready to take your career to the next level?

    Join us


Required Skill Profession

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