Wealth Management Analyst

Description

Job Summary: Wealth Management Analyst to support portfolio management for high-net-worth clients, investment analysis, and operational execution. Key Highlights: 1. Development in wealth management and capital markets 2. Close collaboration with high-net-worth clients 3. Professional development in a regional and sophisticated environment **Join Vicctus, the Multi-Family Office of Credicorp Capital** At **Vicctus**, the Multi-Family Office of **Credicorp Capital**, we continue strengthening our team and seek talent eager to grow within the field of **wealth management and capital markets**. **Role: Wealth Management Analyst** The selected candidate will work closely with a Wealth Advisor to support the administration of high-net-worth client portfolios, investment analysis, and operational execution. **What You’ll Do:** * Prepare presentations and deliverables for clients and prospects * Execute fixed-income and equity transactions in local and international markets * Update and monitor investment portfolios * Propose investment strategies and opportunities * Support operational and financial management for clients **What We’re Looking For:** * Graduate in Economics, Finance, Industrial/Economic Engineering or related fields * Minimum 1 year of experience in finance and investments * Experience with Bloomberg or Refinitiv * Advanced Excel and English proficiency * Interest in developing a career in wealth management and financial markets * CFA Level I passed or knowledge of financial instruments (preferred) ✨ At Vicctus, we foster continuous learning, close collaboration with high-net-worth clients, and professional development within a regional and sophisticated environment. **Are you interested—or do you know someone who might be a good fit?** Apply or share this opportunity.