Espec Clientes Select High
Core
High-net-worth client advisor providing personalized financial consulting, wealth management, and succession planning for individuals with assets exceeding R$300,000.
Role type
Senior Individual Contributor Wealth Management Advisor
Builds
Personalized financial solutions and investment products for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial market knowledge, structured products expertise, wealth management, negotiation, economic scenario interpretation, risk management
Preferred skills
Postgraduate degree, CEA certification
Technologies
Microsoft Office
Responsibilities
Manage and grow a portfolio of 700-800 high-net-worth clients, acquire new clients through product sales, manage portfolio risk per regulatory standards, monitor financial market changes to recommend services, provide consultative and personalized client guidance