Mid/Senior Investment Advisor

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

📋 Description

• Oversee, monetize, and grow a portfolio of high-net-worth clients, concentrating on individual equity with a minimum of BRL 50 million in total assets under management (AUM).

• Facilitate consultative asset allocation meetings that are in line with clients' risk profiles and financial goals.

• Analyze macroeconomic conditions.

• Provide a wide range of financial solutions, encompassing fixed income, equities, funds, pension plans, international products, and structured products.

• Identify potential new clients and execute Member-Get-Member (MGM) strategies along with networking initiatives.

• Foster ongoing, high-quality relationships with clients to ensure their loyalty and satisfaction.

⛳️ Requirements

• Currently hold an active certification: Ancord (AAI) or CEA / CFP® (depending on the specific role).

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

• Proven history of managing portfolios with assets of BRL 50 million or greater.

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

• Exceptional communication, negotiation, and emotional intelligence skills.

• Must reside permanently in the State of São Paulo, Brazil.

• Hold a university degree in Administration, Accounting, Actuarial and Financial Sciences, Economics, Financial Management, Finance, or Foreign Trade.

• More than 10 years of professional experience is required.

• Preferred: CFP® or CGA certification; an active high-net-worth network; experience working remotely with a focus on deliverables and targets.

🏝️ Benefits

• Negotiable base salary plus an attractive variable compensation structure (commissions/profit sharing).

• Fully remote work opportunity with flexible hours.

• Operational support provided.

• Access to a sophisticated product desk.

• Wealth planning assistance available.

• Technical advisory services.

• A supportive environment that fosters professional growth and the expansion of your asset base.