Principal believes that the financial future is built with informed decisions centered on people. With more than 145 years of global experience, we work to expand access to financial security in Latin America, with a presence in Chile, Mexico, and Brazil, and managing the assets of more than 70 million clients worldwide. In the region, we have more than 3,000 employees and over 3.2 million clients. We invite you to be part of a team that transforms realities through investments and where your talent can make a difference. We are looking for a Private Wealth Management who will have the main mission of attracting and maintaining a portfolio of clients who manage their investments in the company, offering permanent and excellent financial advice.
We expect you to capture and maintain a portfolio of high-net-worth clients. Provide financial advice to clients. Meet the required commercial goals. Our Work Culture We are aware that an adequate balance is the best way to have successful and empowered teams, so we adopt a flexible approach that adapts to your needs and those of your team based on a culture of trust. Our commitment is to provide you with the resources and opportunities you need to be successful. What can we offer you? Flexibility! Hybrid work modality. More time for you: We have a workweek of less than the legal one, of 39.5 hours per week. On Fridays we work until 14:00 hrs. and you can also have up to 10 additional vacation days per year. Complementary health and dental insurance. Collaborative workspaces so you feel comfortable attending the office. Opportunities and tools to boost your professional development. APV 1+1. Principal Experience At Principal, we value balance both at a personal and professional level. Together, we are imagining a future oriented to giving purpose to financial services, and that starts with you. Our success depends on the unique experiences and talents of our employees. Supporting them in the same way we do our clients: with comprehensive and competitive benefit offers designed to protect their physical, financial, and social well-being. Inclusive Employer We have a commitment to equality of opportunity, so all qualified applicants will receive consideration for employment without distinction of race, color, religion, sex, sexual orientation, gender identity, national origin, or physical capabilities.
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