Investment Advisor
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Job Description
Assessor in finance and investments providing tailored solutions to client investors. Managing client relationships and portfolio independently in a flexible working environment.
Responsibilities:
- Build and maintain relationships with investor clients, providing financial solutions tailored to each client’s profile and objectives.
- Prospect and manage a portfolio of clients.
- Offer investment products and solutions.
- Manage your time and client portfolio independently.
Requirements:
- Experience in the financial sector (with any product).
- Experience in sales and customer-facing roles.
- Proactive, resilient, and organized.
- Existing client base (regardless of current position).
- CEA (ANBIMA) or AI (ANCORD) certification.
Benefits:
- Flexible working arrangement — you may maintain other commitments.
- Autonomy in managing your schedule and activities.
- Position within a well-structured financial firm.
- Variable earning potential based on performance.
- Opportunity for professional growth and career advancement.
- Hands-on development in the financial market.
- Direct interaction with clients and senior executives.
- Support and incentives for professional development and recognition of certifications.
- Professional environment focused on results and continuous learning.
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