- Prospect and develop new markets for the commercialization of financial, investment, business and entrepreneurship services. - Build solid and long-term business relationships within the target market. - Analyze, advise and coordinate assets and investments of clients for the development and progressive fulfillment of medium and long-term financial goals. - Evaluate and carry out a complete study on the administration of economic resources, investments, patrimonial requirements and business needs. - Design proposals and determine possible solutions based on the strict needs of the client. - Provide service and follow-up to all generated contracts and efficiently resolve any situation of direct competition for the associate