Pessoa Assessora de Investimentos Sênior | Alta Renda High | Rio de Janeiro
Core
Senior investment advisor for high-net-worth individuals, managing portfolios and providing personalized financial recommendations to increase investment volume and client retention.
Role type
Senior IC investment advisor (high-net-worth)
Builds
Personalized investment portfolios and product offerings for private banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, market analysis, economic scenario understanding, client relationship cultivation, product presentation, sales capability
Preferred skills
Active CFP certification, experience with high-net-worth clients
Technologies
None stated
Responsibilities
Manage client portfolios, identify investment opportunities, analyze market trends, provide economic guidance, cultivate client relationships, present investment products
Seniority
Senior, hands-on IC
