Pessoa Assessora de Investimentos Junior | Alta Renda
Core
Junior investment advisor managing client relationships and offering financial products (fixed income, variable income, funds, pensions) to individuals, sole proprietors, and small businesses.
Role type
Junior investment advisor (high net worth)
Builds
Personalized investment recommendations and client service
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, product offering, demand triage, market monitoring
Preferred skills
CEA certification
Technologies
N/A
Responsibilities
Manage clients and investment advisory; Offer products and services via a specialized commercial approach; Receive and solve client demands; Filter and prioritize demands for other teams; Monitor economic scenario and market updates