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