Junior Investment Consultant

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

📋 Description

• Facilitate consultative meetings with both clients and potential investors.

• Cultivate and enhance long-term relationships with clients within your portfolio.

• Discover opportunities for further investments, new allocations, and the expansion of relationships.

• Seek out and onboard new clients.

• Conduct both face-to-face and virtual meetings with investors.

• Keep track of the financial market and recommendations generated by the Suno ecosystem.

• Work in partnership with the intelligence, asset allocation, and investment specialist teams.

• Contribute to expanding the client base and enhancing the wealth of the investors you serve.

• Engage in events, meetings, and relationship-building initiatives organized by Suno.

⛳️ Requirements

• A bachelor's degree completed or nearing completion in Business Administration, Economics, Accounting, Engineering, or a related discipline.

• Preferred experience in serving investors at banks, investment firms, advisory firms, or consultancies.

• Significant advantage if you have experience with financial planning, investment products, and individual-client relationship management.

• CEA® certification is mandatory.

• Excellent communication, active listening, and organizational skills.

• Understanding of capital markets and asset classes, including equities, real estate investment funds (FIIs), and fixed income.

• A strong desire to learn, develop, and consistently produce top-quality work.

• A collaborative mindset, results-driven approach, and sense of ownership.

🏝️ 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 to celebrate your birthday.

• Access to a Suno Black subscription for you and your immediate family members.

• Bull Plan subscription – Status Invest.