Espec Clientes Select High
Core
High-net-worth client advisor managing a portfolio of 700-800 individuals with assets over R$300,000, providing personalized financial consulting and wealth management.
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
Financial market knowledge, structured products expertise, wealth management, negotiation, economic scenario interpretation, risk management
Preferred skills
Postgraduate degree, CPA 20 certification, CEA certification
Technologies
Microsoft Office
Responsibilities
Administer and grow a portfolio of 700-800 high-net-worth clients; Acquire new high-net-worth clients through product and service sales; Manage portfolio risk according to bank regulations; Monitor financial market changes to suggest appropriate services; Provide personalized consultative guidance to clients.
