Investment Advisor - Brazil
Core
Founding Investment Advisor in Brazil defining investor profiling, portfolio construction, and investment recommendations for a digital wealth product.
Role type
Founding Investment Advisor (Wealth Management)
Builds
Digital, scalable wealth product and investment advisory function
Domain
Fintech / Wealth Management / Brazil
Required skills
Investment advisory, portfolio management, investor profiling, risk assessment, portfolio construction, regulatory compliance, client communication
Preferred skills
Digital broker experience, model portfolio design, ETF knowledge, new business launch, regulatory authorization (Consultor de Valores Mobiliários), CFA/CFP/CEA
Technologies
Digital wealth platforms, portfolio management systems
Responsibilities
Define investment philosophy and methodology, design and review model portfolios, monitor recommendation suitability, approve customer-facing advisory materials, act as regulatory POC for BCB, own regulatory processes and documentation
Seniority
Senior, hands-on IC with founding ownership