Investment Advisor
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Job Description
Assessor de Investimentos atuando em Assessoria de Investimentos na região de Passo Fundo - RS. Responsável por atendimento ao cliente e desenvolvimento comercial consultivo.
Responsibilities:
- Provide client service, identifying needs and delivering consultative support
- Acquire new clients for your portfolio
- Build client loyalty through personalized, consultative support
- Participate in meetings and fairs, and contribute to the development of commercial and consultative routines aligned with finance
Requirements:
- University degree
- Economics
- Financial Management
- ANCORD certification - required
- 3 to 5 years of professional experience
Benefits:
- Competitive commission structure
- Training & Development
- Career progression plan
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