Investment Consultant
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Job Description
Investment Consultant at AUVP Capital helping investors make informed decisions and optimize their assets. Engage with clients through various digital communication channels while staying informed about market opportunities.
Responsibilities:
- Provide service through digital contact channels such as chat, WhatsApp, phone and email, maintaining regular contact;
- Deliver proactive service by anticipating clients’ needs;
- Stay constantly updated on the macroeconomic environment as well as market opportunities and financial products;
- Continuously monitor clients’ investment portfolios with a focus on their objectives;
- Manage your client portfolio with a focus on producing forecasts and reducing the sales cycle to meet targets;
- Demonstrate agility in optimizing processes and internal controls.
Requirements:
- Bachelor’s degree in a field related to investments or economics;
- CEA/ANBIMA certification;
- Ability to prepare and build reports;
- Knowledge of financial products (Fixed Income, Funds, Equities/Variable Income, Pension/Retirement Plans, Foreign Exchange and related products);
- Excellent verbal and written communication skills;
- Teamwork and collaboration;
- Proactive approach to offering solutions;
- Ease in communicating with leaders and clients.
Benefits:
- Competitive salary and benefits that truly make a difference;
- Free access to our educational platforms and products within our brand ecosystem.
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