Finance Operations Assistant supporting the Credit & Collections team at DWF. Involves training in a collaborative environment with responsibility for collections and cashiering functions.
About the role
- Assessor(a) de Investimentos developing relationships with clients for financial investments. Supporting clients in portfolio management and financial planning.
Responsibilities
- Prospect and develop relationships with individual (PF) and corporate (PJ) clients, targeting accounts above BRL 300,000.
- Maintain a trusted relationship with clients through regular visits and contacts.
- Participate in meetings and training sessions for continuous improvement on macroeconomic outlook, market opportunities and financial products.
- Provide ongoing advice and monitor clients' investment portfolios in accordance with each client's profile and objectives.
- Assist clients with wealth planning by understanding their individual needs and offering comprehensive solutions using our product ecosystem.
- Manage clients using Salesforce CRM.
- Follow established processes aimed at achieving the best results within each client's profile.
Requirements
- Highly commercial and entrepreneurial profile.
- Strong active prospecting and negotiation skills.
- Clear communication, resilience and a results-oriented focus.
- ANCORD certification (required for hiring).
- Basic knowledge of Microsoft Office.
- Work arrangement: Hybrid — Campinas (3x per week).
Benefits
- Commission
- Corporate health plan subsidized by the Advisor.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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