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This job advert was originally written in Spanish.
-Minimum of 3 years of experience in the financial sector in advisory or sales roles for investment products.
-Bachelor's or Master's degree in economic-financial fields.
-Technical knowledge of financial markets, taxation, and accounting.
-MIFID II certification in accordance with CNMV Technical Guide 4/2017 (EIA, EFA, or other valid certification).
-Clearly hunter profile, strongly oriented towards client acquisition and portfolio development.
-Strong results orientation and ability to work autonomously.
-Analytical and organizational skills, with the ability to manage complex financial information.
-Strong client focus and ability to build long-term commercial relationships.
Conditions
-Variable compensation: up to 40% to 100% of objectives (with potential to exceed targets).
-Permanent contract.
-Schedule: Monday to Friday from 10:00 AM to 2:00 PM and from 4:00 PM to 8:00 PM.
-Personalized training plan, including language training.
-Corporate benefits: discounts on purchase cards, purchase financing, life insurance, savings plan, and flexible compensation system.
At Catenon, we are looking for a Financial Advisor with experience in investment products and financial planning, focused on acquiring new clients and business development. The position requires a proactive profile, with commercial initiative and the ability to identify opportunities beyond the natural flow of clients.
This is an opportunity to play a key role in generating new client portfolios, providing specialized advisory services, and driving business growth within their area of influence.
-Proactively acquiring new clients interested in savings and investment solutions.
-Providing personalized financial advisory services on investment products and financial planning.
-Identifying business opportunities and developing new client portfolios.
-Marketing financial products such as investment funds, pension plans, and savings solutions.
-Managing and monitoring client portfolios, ensuring continuous advisory support.
-Analyzing each client's investor profile and financial needs to offer suitable solutions.
-Complying with regulatory and compliance standards in the financial sector.
-Resolving issues and providing ongoing support to clients throughout the entire relationship.
-Contributing to achieving commercial and business growth targets.
Catenon is a global executive search and international recruitment firm that combines technology, data, and human insight to identify the best professionals worldwide. With 23 offices across the planet and operations in more than 100 countries, the company specializes in board search, executive search, middle management recruitment, international recruitment, salary benchmarking, and talent projects for industries including construction, engineering, energy, IT, life sciences, and professional services.
Headquartered in Madrid, Spain, Catenon operates as a Spanish multinational with a strong presence in the local market, offering roles such as Jefe de Obra, Director General, and Sales Manager across Spain. The company's work culture emphasizes global mobility, with opportunities for expatriation (e.g., COO in Mexico) and multilingual roles (e.g., French Desk in Madrid), making it attractive for international professionals seeking cross-border careers in recruitment and talent management.
Financial entity focused on offering solutions for savings management and long-term planning. It provides products oriented towards diversified investment, adapted to different risk profiles. Its approach combines specialized advisory services with tools that facilitate financial decision-making.
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