About the job
Vicctus, a Multi Family Office within Credicorp Capital, serves high-net-worth clients in wealth management and capital markets. The Lima-based team is expanding and seeks professionals interested in deepening their expertise in this sector.
Role overview
The Wealth Management Analyst partners closely with a Wealth Advisor to support client portfolio management, conduct investment analysis, and handle daily operational tasks. The role involves direct exposure to complex financial products and ongoing client relationship work.
Main responsibilities
- Prepare presentations and deliverables for clients and prospects
- Execute fixed and variable income transactions in both local and international markets
- Update and monitor investment portfolios
- Propose investment strategies and identify new opportunities
- Support operational and financial management of client accounts
Requirements
- Bachelor’s degree in Economics, Finance, Industrial/Economic Engineering, or a related discipline
- Minimum 1 year of experience in finance and investments
- Practical experience with Bloomberg or Refinitiv platforms
- Advanced Excel and English skills
- Strong interest in developing expertise in wealth management and financial markets
- CFA Level I certification or knowledge of financial instruments is preferred
Growth and learning
Vicctus values ongoing learning and close collaboration with high-net-worth clients. Team members have the chance to grow professionally within a sophisticated regional context.
Application process
Candidates interested in this Wealth Management Analyst position, or those wishing to refer someone, are encouraged to apply or share this opening.
