About the job
As a Financial Advisor at Cepal, you will play a pivotal role in delivering tailored financial guidance to our clients. Your expertise will be vital in assessing client risk profiles and crafting bespoke financial strategies that align with their objectives.
Main Responsibilities:
- Engage with debtors to schedule restructuring meetings and discuss potential financial solutions aimed at reaching their goals.
- Conduct in-depth, face-to-face consultations with clients, providing clear advice on debt resolution options and detailing the procedural steps and required documentation.
- Negotiate specific terms within available solutions, always seeking to uncover feasible options for each client.
- Regularly monitor and ensure Key Performance Indicators (KPIs) are achieved, as directed by the Team Leader.
- Facilitate necessary processes in collaboration with relevant parties (such as debtors, legal advisors, and banking institutions) following client consent to proposed solutions.
- Uphold the Company’s ethical standards and ensure adherence to policies to reduce customer complaints.

