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 IC wealth management advisor
Builds
Personalized financial solutions and investment products for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, structured products, financial market analysis, risk management, negotiation, economic scenario interpretation
Preferred skills
CPA 20 certification, CEA certification, post-graduate degree
Technologies
Microsoft Office
Responsibilities
Manage and grow a portfolio of 700-800 high-net-worth clients; acquire new clients through product and service offerings; manage portfolio risk according to regulatory standards; monitor financial market changes to recommend appropriate services; provide consultative and personalized guidance to clients.