Investment Consultant
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Job Description
Consultor de investimentos convertendo leads qualificados em clientes de longo prazo na Suno. Construindo carteiras e orientando investidores sobre alocação e soluções financeiras.
Responsibilities:
- Manage relationships with and develop a portfolio of high-net-worth clients
- Help investors make better financial decisions through Suno ecosystem solutions
- Conduct daily strategic meetings with qualified leads
- Assess clients’ financial profiles and provide asset allocation guidance
- Convert opportunities into active clients
- Build and develop your own client portfolio
- Ensure an excellent initial client experience and onboarding process
- Maintain close, consultative relationships with clients
- Record and track interactions in the CRM
- Participate in intensive training and hands-on coaching with specialists
- Progress to a full-fledged consultative role as your portfolio develops
Requirements:
- Bachelor’s degree in Business Administration, Economics, Accounting, Engineering, or a related field
- Strong sales profile and solid technical foundation
- Previous experience working with investor clients or financial products
- Proven track record in conversion, prospecting, or portfolio development
- Persuasive and natural communication style
- Quick thinking and confidence in strategic conversations
- Relationship-oriented and results-driven profile
- Genuine interest in consultative sales and business development
- CEA or CFP certification (required)
- Experience as an Investment Advisor or Investment Consultant
- Consistent track record of building a client portfolio
- Strong understanding of capital markets, with a focus on equities, real estate investment funds, fixed income, and asset allocation
- Ability to translate technical concepts into clear, accessible language
- Strong communication and organizational skills, with a results-oriented mindset
- Eagerness to learn, grow, and contribute to the growth of the team and company
Benefits:
- Variable compensation – success fee
- Annual bonus
- Health and dental insurance
- Life insurance
- Partnerships with Wellhub/TotalPass and Zenklub
- Institutional partnerships
- Birthday day off
- Complimentary Suno Black subscription for you and your immediate family members
- Intensive training and hands-on coaching with specialists
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