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.
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