Team Lider Assessoria - Itapetininga/SP
Core
Lead a team of Investment Advisors to drive commercial direction, client portfolio diversification, and new asset gathering while ensuring suitability compliance.
Role type
Team Lead, Investment Advisory
Builds
Client investment portfolios and new business accounts
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Commercial relationship building, Investment advisory, Portfolio diversification, New client acquisition (hunting), In-person client engagement, Productivity reporting
Preferred skills
C-pro I certification, Higher education degree
Technologies
None stated
Responsibilities
Lead the investment advisor team on commercial direction and suitability compliance; Generate productivity reports for leadership; Advise clients on investments based on profile and life stage; Diversify client portfolios and gather new assets; Act as a hunter for new investor clients; Conduct in-person client visits and events (3-4 times per week, potentially involving travel).