Onsite Investment Advisor

Posted 3 hours ago

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About the role

  • SDR role at Unifique Invest focusing on investment advisory and commercial routine. Providing customer support, proposal development, and client experience.

Responsibilities

  • Build and execute a commercial routine (prospecting, cadence, follow-ups, and funnel management).
  • Qualify client profiles and needs to determine the best investment approach.
  • Support the team with allocation proposals, portfolio monitoring, and market opportunities.
  • Operate with a consultative approach and a focus on client experience, always aligned with suitability practices and ethics.

Requirements

  • Strong communication skills and discipline
  • Commercial mindset, resilient and organized
  • Not afraid of challenges
  • Genuine desire to learn and grow
  • Hands-on, proactive attitude
  • Bachelor's degree completed or in progress preferred in Economics, Accounting, Business Administration, Engineering, or related fields.

Benefits

  • Comprehensive training and close mentorship
  • Clear structure, tools, and processes
  • On-site, collaborative, high-energy environment
  • Defined development and growth path

Job title

Investment Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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