Wealth Management Manager

Description

Job Summary: We are seeking a Wealth Management Manager to consolidate and lead an advisory team, supporting their commercial management and ensuring appropriate client advisory services aligned with clients' needs. Key Highlights: 1. Lead and coordinate a Wealth Management advisory team. 2. Drive team learning and development. 3. Support commercial management and client advisory services. Responsibilities: At **Principal**, we believe the financial future is built on informed, people-centered decisions. With over 145 years of global experience, we work to expand access to financial security across Latin America — operating in Chile, Mexico, and Brazil — and managing assets for over 70 million clients worldwide. In the region, we have more than 3,000 employees and over 3.2 million clients. We invite you to join a team that transforms realities through investments — where your talent can truly make a difference. We seek a Wealth Management Manager whose **mission** is to consolidate a Wealth Management advisory team, support their commercial management using the company’s various tools and products, and deliver appropriate advisory services aligned with clients’ needs — all to achieve the Company’s goals according to established service standards. What do we expect from you? * Lead, coordinate, align, and mobilize your team toward achieving results. * Drive learning within your team — both through information flows provided by the company and by encouraging continuous information-seeking across diverse sources. * Proactively recruit and select talent to maintain a productive advisory team. * Implement work methodologies, pipeline tracking, productivity plans, among others. Promote the use of tools and systems in accordance with Company policies. * Drive and monitor appropriate advisory services, suitability assessments, and asset allocation for client investment portfolios managed by your teams. * Support your teams during group sessions and, if necessary, directly assist high-net-worth clients requiring special support. Coordinate and supervise client-facing communications. **Our Work Culture** We recognize that a healthy balance is the best way to build successful and empowered teams; therefore, we adopt a flexible approach tailored to your needs and those of your team — grounded in a culture of trust. Our commitment is to provide you with the resources and opportunities you need to succeed. **What can we offer you?** * Flexibility! Hybrid work model. * More time for you: We offer a weekly working schedule shorter than the legal requirement — 39.5 hours per week. * On Fridays, work ends at 2:00 p.m., and you may also take up to 10 additional days off per year. * Complementary health and dental insurance. * Collaborative workspaces designed to make your office visits comfortable. * Opportunities and tools to accelerate your professional development. * APV 1\+1\. **Core Experience** At Principal, we value balance — both personally and professionally. Together, we are envisioning a future where financial services have purpose — and it starts with you. Our success depends on the unique experiences and talents of our employees. We support them just as we support our clients — with comprehensive, competitive benefits packages designed to protect their physical, financial, and social well-being. **Inclusive Employer** We are committed to equal opportunity; therefore, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or physical ability. Requirements: * Completed four-year professional degree. * Field of study: Business Administration Engineering, Commercial Engineering, Finance, or related discipline. * **Experience leading teams.** * **Knowledge of the Chilean and international capital markets, mutual funds, regulations and supervisory frameworks (both internal and competitive).** * **CMV Certification for Commercial Executives.** * Proficiency in Microsoft Office tools. * Desired: English language proficiency