About the role

  • Assessor de Investimentos focado na melhor alocação de investimentos e captação de novos clientes. Atuação em um ecossistema financeiro inovador no agronegócio.

Responsibilities

  • Portfolio rotation to seek the best allocation according to the client's profile (risk vs. return)
  • Technical support on investment products: fixed income, equities/variable income, and structured products
  • Focus on acquiring new investment clients and increasing AuC (assets under custody)

Requirements

  • Hybrid profile: technical expertise + commercial/sales skills
  • Responsibilities increase in complexity with seniority
  • Investment specialist focused on financial products, portfolio planning and construction
  • Preferably experienced with retail (individual) investment portfolios at banks or advisory firms

Benefits

  • Personal and professional development
  • Continuous learning
  • Collaborative environment

Job title

Investment Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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