Mid/Senior Investment Advisor

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

📋 Description

• Oversee, monetize, and enhance a portfolio of high-net-worth clients, emphasizing individual equity with a minimum of R$ 50 million in total assets.

• Conduct consultative meetings on asset allocation tailored to each client's risk appetite and financial goals.

• Keep abreast of macroeconomic trends and developments.

• Provide comprehensive financial solutions, including fixed income, equities, funds, pension products, international offerings, and structured products.

• Identify and onboard new clients.

• Create MGM (Member Get Member) strategies and networking initiatives.

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

• Expand the asset base while maintaining a strong focus on deliverables and targets.

⛳️ Requirements

• Bachelor's degree in finance, financial management, economics, business administration, accounting, actuarial sciences, or foreign trade.

• Active certification in Ancord (AAI) or CEA / CFP® relevant to the scope of work.

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

• More than 10 years of professional experience.

• Proven success managing portfolios with R$ 50 million or more in AUM.

• 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.

• CFP® or CGA certification is an advantage.

• An active network of contacts within the High Net Worth (HNW) segment is beneficial.

• Previous experience working remotely with a focus on deliverables and targets is a distinguishing factor.

🏝️ Benefits

• Competitive base salary plus appealing variable compensation (commissions/profit sharing).

• Complete flexibility: 100% remote work with adjustable hours.

• Operational support.

• Advanced product desk.

• Wealth planning services.

• Technical advisory support.

• A work environment that promotes professional growth and expansion of the asset base.