Asset Advisor

About the role

The Asset Advisor will join International Partners in Quito to provide expert guidance on asset allocation, investment opportunities and risk management. Working directly with high‑net‑worth individuals, families and businesses, you will help clients achieve their long‑term financial objectives through tailored wealth‑preservation strategies.

Key responsibilities

• Conduct in‑depth client consultations to understand financial goals and risk tolerance.
• Analyze existing portfolios, identify gaps and recommend suitable investment products.
• Prepare and present customized proposals that align with each client’s objectives.
• Monitor market trends, review performance reports and adjust recommendations as needed.
• Collaborate with internal teams to ensure seamless service delivery and compliance with regulations.
• Maintain accurate client records and documentation in accordance with internal policies.

Required profile

• Excellent client‑facing abilities, including clear communication and relationship building.
• High level of integrity, professional judgment and commitment to confidentiality.
• Strong organizational and time‑management skills to handle multiple engagements.
• Willingness to work on‑site in the Quito Metropolitan Area and collaborate across functions.

Required skills

• Proficiency with financial software.
• Experience using portfolio management tools.
• Competence with standard office applications such as Microsoft Office.