[Talent Pool] WEALTH MANAGEMENT - Belo Horizonte, MG
Core
Provide personalized financial consulting and investment strategies for high-net-worth clients (ticket >R$500k) to drive sustainable asset growth.
Role type
Wealth Management Advisor / Financial Consultant
Builds
Personalized investment strategies and client relationships for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
client delivery (via careerplan.io/jobs/4558587005-talent-pool-wealth-management-belo-horizonte-mg-at-inter)
Required skills
High-net-worth client management, investment advisory, macroeconomic analysis, CRM management, regulatory compliance, business development, financial product knowledge, strategic planning
Preferred skills
CFP certification, investment brokerage experience, Salesforce proficiency, portfolio management experience
Technologies
Salesforce, Office Suite
