Personal Finance Advisor developing trusting relationships with clients to advise on financial products while managing business relationships. Responsible for recommending investments and ensuring client satisfaction.
About the role
- Financial and insurance advisor providing solutions for individuals and companies. Focused on client management and professional development within MAPFRE's strategic framework.
Responsibilities
- Asesoramiento y comercialización de productos y soluciones financieras dirigidas a particulares y empresas en materia financiera y de previsión.
- Gestión integral de clientes: comercialización, atención y fidelización.
- Emprendimiento, orientación al cliente, asesoramiento y gestión patrimonial, seguros, financiación, intermediación, especialización y formación.
Requirements
- Buscamos personas proactivas, con alta capacidad comunicativa y de relación personal y comercial, que quieran emprender una carrera profesional con dedicación exclusiva.
- Perfil emprendedor con capacidad de autogestión y orientación a la consecución de objetivos.
- Recomendable titulación media o superior (graduado, licenciado o diplomado en ADE, Empresariales, Económicas, Marketing, Derecho).
- Se valoran conocimientos y experiencia en el sector: asesoramiento financiero y previsión.
- Adaptación a entornos ofimáticos y digitales.
Benefits
- Programa incentivado de formación y especialización con contrato mercantil.
- Acceso a programas de formación continua de alto nivel, que te permitirá adquirir las competencias necesarias para desarrollar con éxito tu profesión.
- Acreditación oficial de la Dirección General de Seguros.
- Acreditación exigida por normativa europea MIFID II para el asesoramiento financiero.
- Desarrollo profesional con posibilidad de gestionar una oficina delegada MAPFRE en un ámbito territorial.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
FP&A Analyst collaborating with Finance Director at Swoon, managing financial models and decisions. Remote role with one day of travel to London each week.
Ejecutivo/a Comercial specialized in Life and Investment products at MAPFRE in Madrid. Provides advice to clients and develops commercial actions to acquire and retain customers.
Collaborate with the Finance Planning & Analytics Team to support P&L forecasting and operational planning. Work in a dynamic, inclusive environment offering diverse opportunities.
Finance Process Release Lead at Johnson & Johnson leading S4 HANA implementation for Finance processes. Responsible for deployment in inventory, revenue, capital equipment, while enabling business transformation.
Finance Manager leading finance transformation and ERP roll - out at Johnson & Johnson. Ensuring standardized implementation within business units and collaborating with various teams.
Finance Process Release Lead driving MedTech financial transformations and implementing S4 HANA technology solutions. Leading deployment activities and engaging teams for project success.
Finance Process Release Lead implementing S4 HANA technology solutions in MedTech at Johnson & Johnson. Leading deployment activities and project milestones for Finance transformation program.
Lead Global Template Design for Revenue financial processes, ensuring compliance and efficiency at Johnson & Johnson. Collaborate with finance and project teams on technology and process transformation.
Junior Risk and Performance Analyst at Moneyfarm streamlining investment team reporting and data management. Utilizing Python and SQL to automate workflows and ensure data integrity.