CareerPlan

Espec Select Ultra High

VITORIA, BRFull-time2026-10-28 → 2026-11-09

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