Ejecutivo Comercial – Gestión de Carteras Patrimoniales

About the role

The Commercial Executive will develop long‑term relationships with high‑net‑worth and institutional clients, providing tailored financial advice and driving revenue growth for a leading market‑place in securities.

Key responsibilities

• Manage and grow a portfolio of patrimonial and institutional clients.
• Identify business opportunities and deliver personalized financial advisory.
• Lead the full sales cycle from prospecting to closing deals.
• Analyze client needs to propose solutions aligned with their financial objectives.
• Strengthen long‑term relationships while ensuring an exceptional service experience.
• Contribute to portfolio growth and achieve commercial targets.

Required profile

• University degree in Business Administration, Economics or related fields.
• Minimum 4 years of experience in commercial management, advisory and full‑cycle sales.
• Proven experience handling patrimonial or institutional client portfolios.
• Track record in opening and closing business deals.
• Background in the financial, banking or securities sector.
• Desirable knowledge of patrimonial management models.

Required skills

What we offer

• Opportunity to work in a solid organization with high‑value client relationships.
• Professional development in the financial advisory field.