Wealth Management Client Service Analyst

Description

Summary: Join Credicorp Capital as a Wealth Management Client Service Analyst, managing account operations and supporting bankers with investment activities. Highlights: 1. Manage account opening, asset movement, and investment orders for clients. 2. Opportunity for strong career growth and professional projection. 3. Company sponsors professional FINRA certifications. At Credicorp Capital, we are looking for an exceptional talent to join us as a ***Wealth Management Client Service Analyst***. Advanced/high 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 basis** 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 reports** and **on\-demand account statements** for bankers. **Requirements:** * Bachelor’s degree in Administration and Finance, Economics, Industrial Engineering, International Business, or related fields. * advanced/high level english **is mandatory.** * Ideally, **1 year of experience** as an analyst in a bank or multi\-family office in a similar role. * Intermediate knowledge of **financial investments** and the **Wealth Management industry**. * **Must be willing to obtain FINRA’s Securities Industry Essentials SIE/Series 7 certification within the first 6 months of employment** **Additional Benefits:** * Credicorp Capital sponsors professional FINRA's certifications, allowing for **strong career growth**and high **professional projection**. * Are you ready to take your career to the next level? Join us!