Junior Investment Consultant
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Job Description
Consultor de investimentos para relacionamento com clientes de alta renda na Suno, ecossistema brasileiro de soluções financeiras. Desenvolvendo carteiras, prospecção e decisões de investimento.
Responsibilities:
- Conduct consultative meetings with clients and prospective investors
- Develop and strengthen long-term relationships with the clients in your portfolio
- Identify opportunities for additional investments, new allocations, and relationship expansion
- Prospect for and acquire new clients
- Conduct in-person and remote meetings with investors
- Monitor the financial market and recommendations produced by the Suno ecosystem
- Collaborate with the intelligence, asset allocation, and investment specialist teams
- Contribute to growing the client base and increasing the wealth of the investors served
- Participate in events, meetings, and relationship-building initiatives organized by Suno
Requirements:
- Bachelor’s degree completed or nearing completion in Business Administration, Economics, Accounting, Engineering, or a related field
- Experience serving investors at banks, investment firms, advisory firms, or consultancies is preferred
- Experience with financial planning, investment products, and individual-client relationship management is a significant advantage
- CEA® certification required
- Strong communication, active listening, and organizational skills
- Knowledge of capital markets and asset classes, including equities, real estate investment funds (FIIs), and fixed income
- Eagerness to learn, grow, and consistently deliver your best work
- Collaborative mindset, results-oriented approach, and ownership mentality
Benefits:
- Health and dental insurance
- Life insurance
- Discounts on Wellhub (Gympass)/TotalPass and Zenklub
- Institutional partnerships for courses, services, and more
- Profit-sharing and performance bonus (PLR)
- One day off on your birthday
- Access to a Suno Black subscription for you and immediate family members
- Bull Plan subscription – Status Invest
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