Investment Advisor – Brazil
Core
Build ARQ's first dedicated investment advisory function in Brazil from the ground up, sourcing clients, constructing portfolios, and defining the playbook for future advisors.
Role type
Senior Investment Advisor (Wealth Management)
Builds
Personalized investment portfolios across multiple asset classes for advisory clients
Domain
Fintech / Wealth Management / Latin America
Deliverable
client delivery
Required skills
client sourcing and conversion, portfolio construction, multi-asset class management, relationship lifecycle management, product feedback integration, playbook creation
Preferred skills
ANBIMA certifications (CPA-20 minimum, CEA preferred), CVM registration as AAI
Technologies
N/A
Responsibilities
Source and onboard advisory clients from existing user base and personal network; Build and manage personalized portfolios; Own the full client relationship lifecycle; Provide client insights to shape product development; Define standards, processes, and tooling for future advisors
Seniority
Senior, hands-on IC