Assessor de Invest High
Core
Provide specialized investment advisory and personalized portfolio management for high-net-worth clients in Brazil.
Role type
Senior Investment Advisor (High Net Worth)
Builds
Personalized investment portfolios and financial planning solutions for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, client relationship management, prospecting, portfolio diversification, financial planning, sales, Microsoft Office
Preferred skills
Fundraising experience, high-net-worth segment experience, additional financial certifications, active networking
Technologies
Microsoft Office
