Pessoa Assessora de Investimentos Pleno | Alta Renda
Core
Manage client relationships and provide investment advisory services for individuals, MEIs, and SMEs across Brazil, offering a wide range of domestic and international products including fixed income, variable income, funds, and pension plans.
Role type
Mid-level investment advisor (high net worth)
Builds
Personalized investment recommendations and portfolio management for diverse client profiles
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Active CEA certification, portfolio management, commercial approach, market scenario analysis
Preferred skills
CFP certification
Technologies
Investment products (fixed income, variable income, funds, pension plans)
Responsibilities
Manage clients and investment advisory; Offer products and services through a specialized commercial approach; Receive and solve client demands; Filter and prioritize demands for other teams; Monitor economic scenario and market updates
Seniority
Mid-level, hands-on IC