Investment Advisor Mid/Senior

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

📋 Description

• Oversee, monetize, and enhance a portfolio of affluent clients, focusing on individual equity with a minimum total portfolio AUM of BRL 50 million.

• Facilitate consultative asset allocation discussions tailored to each client's risk appetite and financial goals.

• Keep abreast of macroeconomic developments.

• Offer comprehensive financial solutions, including Fixed Income, Equities, Funds, Pension/Retirement products, International Products, and Structured Products.

• Actively seek new clients while implementing MGM (Member-Get-Member) and networking initiatives.

• Foster ongoing, high-quality relationships to ensure client loyalty and satisfaction (NPS).

• Improve outcomes and grow the asset base with operational support, product resources, wealth planning, and technical advisory.

⛳️ Requirements

• Valid certification: Ancord (AAI) or CEA / CFP®, based on the operational framework.

• Demonstrated experience in investment advisory, Private Banking, or financial consulting at Mid or Senior levels.

• Proven history of managing portfolios with a minimum AUM of BRL 50 million.

• In-depth knowledge of investment products in both domestic and international markets.

• Exceptional communication, negotiation skills, and emotional intelligence.

• Permanent residency in the state of São Paulo.

• Bachelor’s degree in actuarial and financial sciences, foreign trade, finance, economics, financial management, business administration, accounting, or related disciplines.

• Over 10 years of professional experience.

• Preferred: CFP® or CGA certification.

• Preferred: established network of contacts within the High Net Worth (HNW) sector.

• Preferred: prior experience in a remote work setting with a focus on deliverables and targets.

🏝️ Benefits

• Attractive variable compensation (commission/profit-sharing).

• Autonomy and flexible working hours.

• Operational support.

• Advanced product desk.

• Wealth/estate planning.

• Technical advisory.

• Highly competitive commission/revenue-sharing plan.

• An environment that fosters professional growth and the expansion of the asset base.