Strategic finance leader in SaaS company managing FP&A processes. Focused on financial insight and growth initiatives with collaboration across various departments.
About the role
- Investment Assessor managing investor relationships and providing financial solutions in Belo Horizonte. Opportunity in a flexible working environment with professional growth prospects.
Responsibilities
- Build and maintain relationships with investor clients, providing financial solutions tailored to each client's profile and objectives.
- Prospect and manage a portfolio of clients
- Offer investment products and solutions
- Independently manage your time and client portfolio
Requirements
- Experience in the financial sector (with any product)
- Availability to work on-site at the SUPER ESCRITÓRIO occasionally
- Reside in the Belo Horizonte metropolitan area or in Nova Lima
- Experience in sales and customer service
- Proactive, resilient, and organized profile
- Have a client portfolio (regardless of current role)
- CEA (ANBIMA) or AI (ANCORD) certifications
Benefits
- Autonomy to manage your own routine
- Flexible working arrangements
- Earning potential based on performance
- Hands-on development experience in the financial market
- Real opportunity for professional growth and advancement
- Direct contact with clients and executives
- Environment that values learning, certifications, and results
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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