Investment Advisor

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Identifying and cultivating a portfolio of clients

• Securing investments and fostering enduring relationships

• Providing strategic investment guidance on fixed-income and equity products

• Tracking the performance of clients' portfolios

• Employing a consultative approach aimed at delivering value

• Achieving fundraising and growth objectives

⛳️ Requirements

• Valid ANCORD certification is mandatory

• Prior experience in the financial sector or in consultative sales

• Highly driven and results-oriented individual

• Excellent skills in relationship building and establishing trust

• Long-term perspective focused on enhancing client wealth

🏝️ Benefits

• Competitive salary and performance-based bonuses

• Professional development and training opportunities

• Supportive work environment with a focus on teamwork