Pessoa Assessora de Investimentos Sênior | Alta Renda
Core
Senior investment advisor for high-net-worth individuals, managing client portfolios and providing personalized investment recommendations to increase assets under management.
Role type
Senior IC investment advisor (high-net-worth)
Builds
Client investment portfolios and financial relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, market analysis, economic scenario analysis, client relationship management, product presentation, sales
Preferred skills
Active CFP certification, experience with high-net-worth clients
Technologies
N/A
Responsibilities
Manage a portfolio of high-net-worth clients, identify investment opportunities, analyze market trends and competition, provide economic guidance, cultivate client relationships to increase investment volume, present and offer suitable investment products.
Seniority
Senior, hands-on IC