Chile Account Manager

XTB is a global company from the financial industry, focusing on online trading of financial instruments. We are the largest FinTech in Poland and a leader in Central and Eastern Europe, and the range of our operations covers several countries, including Asia and South America. At XTB, we focus on the development of our employees, giving them opportunities to gain knowledge and skills in various fields, as well as offering a number of training and development programs. If you are looking for challenges and want to gain valuable experience in an international business environment, XTB is the right place for you.

We are a certified Great Place to Work company.

Responsibilities •

Investment Advisory — Advise clients on activating and managing investment instruments, ensuring responsible, goal‑aligned guidance.

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Risk Profile Alignment — Tailor all recommendations to the client’s regulatory suitability profile (Conservative, Moderate, Aggressive).

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Market Interpretation — Translate complex market data into clear, actionable insights adapted to each client’s financial literacy level.

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Market Monitoring — Track global markets to identify opportunities across different investor profiles.

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Portfolio Management — Build long‑term relationships and manage a diverse client portfolio, including HNWI.

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Digital Proficiency — Use modern digital tools, including user‑level AI, to enhance analysis and operational efficiency.

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Internal Collaboration — Integrate insights from Research, Marketing, and Customer Support to strengthen advisory quality.

Requirements •

Academic Background — Degree in Business Administration, Civil Engineering, Economics, Auditing, Finance, or related fields.

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Professional Experience — Proven experience in financial markets, investment banking, wealth management, or brokerage.

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Product Knowledge — Solid understanding of equities, ETFs, investment funds, and derivatives (leverage, margin, volatility, risk).

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Communication Skills — Ability to simplify complex concepts and adapt explanations to the client’s financial literacy.

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Financial Mastery — Strong command of asset allocation, diversification, drawdown, and investment horizons.

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Risk Management — Strict adherence to the client’s assigned risk profile.

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Compliance — Commitment to regulatory standards and industry best practices.

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Accreditation — Securities Market Accreditation (e.g., CAMV/CMF in Chile) or active pursuit is highly valued.

What we offer •

Career Growth — A clear development path within a regulated, high‑performance financial institution.

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Continuous Learning — Access to internal training, market research, and support for obtaining regulatory certifications.

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Client Exposure — Opportunity to manage diverse portfolios, including HNWI and sophisticated investors.

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Modern Tools — Work with advanced digital platforms and AI‑enhanced tools to elevate advisory quality.

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Collaborative Culture — Close cooperation with Research, Marketing, Operations, and Compliance teams.

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Competitive Compensation — Salary aligned with experience, plus performance‑based incentives.