Espec Select Ultra High
Core
High-net-worth financial consultant providing exclusive wealth management, succession planning, and personalized investment strategies for clients with assets over R$3 million or income above R$50,000.
Role type
Senior IC financial advisor (wealth management)
Builds
Personalized financial solutions and portfolio management for ultra-high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial market knowledge, structured products expertise, wealth management, negotiation, economic scenario analysis, high-level communication
Preferred skills
CFP certification, MBA in finance/capital markets/wealth management, experience with high-net-worth or private banking clients
Technologies
Structured products, portfolio management tools
Responsibilities
Provide complete personalized financial advisory, develop profitability and diversification strategies, manage portfolio operations and performance reviews, ensure client retention and differentiated experience