Technical Consultant for routing and switching in healthcare IT environments, collaborating with teams for solution integration and customer education.
About the role
- Consultor Financeiro focused on client acquisition and financial risk management in independent investment consulting firm. Building long-term client relationships and providing qualitative assessments.
Responsibilities
- Acquire and manage clients, building and overseeing your own client portfolio.
- Provide asset allocation consulting and qualitative assessments.
- Support clients with wealth planning, risk management, and cross-border asset internationalization.
- Participate in follow-up meetings and team acculturation processes.
- Contribute to the firm's growth with a medium- to long-term perspective.
Requirements
- Proven experience in the financial market (independent consulting, investment advisory, or multi-family offices).
- Proactive hunter profile with proven ability to source and develop client relationships.
- Commercial acumen and an entrepreneurial mindset.
- Strong interpersonal skills and the ability to build long-term relationships.
- Focused on adding client value and enhancing quality of life.
- Knowledge of foreign exchange (FX) and cross-border asset internationalization.
- CEA and CFP certifications (preferred, not required).
Benefits
- Hybrid work model
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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