Asesor Patrimonial Tributario
Fintual(12 days ago)
About this role
Tax-focused wealth advisor position at Fintual serving high-net-worth clients (AUM > US$100k) based in Gran Santiago. The role emphasizes expertise in investment taxation and patrimonial planning to strengthen Fintual’s proposition for affluent clients and to position the company as a reference in tax and wealth planning.
Required Skills
- Taxation
- Investment Products
- Tax Planning
- Cross-Border Taxation
- Portfolio Analysis
- Wealth Planning
- Client Advisory
- Communication
- Attention To Detail
- Content Creation
+1 more
Qualifications
- Certificado Asesor CMV
- Contador
- Abogado Tributario
- CPA
About Fintual
fintual.comFintual is a fintech investment platform and app that simplifies regulated investing for individuals and businesses in Latin America (notably Chile and Mexico). It provides low‑barrier, no‑minimum access to diversified products — including funds, APV (voluntary pension savings), stocks and ETFs — with goal‑based and automated portfolio options. The company emphasizes regulatory compliance, transparent fees and a user‑friendly mobile/web experience, and is used by over 180,000 customers.
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