Finance Consultant specializing in Microsoft Dynamics 365, advising on implementations and customizations. Collaborating on ERP projects with a focus on client requirements and solutions.
About the role
- Consulting role for investment management for corporate clients at Bradesco. Managing portfolios and providing commercial support with hybrid working model.
Responsibilities
- Prestar consultoria em investimentos a clientes PJ e gerentes de relacionamento, com foco em gestão de carteiras, prospecção de oportunidades, visitas presenciais e suporte técnico-comercial às agências.
- Atuar com assessoria aos clientes do segmento Empresas, fazendo gestão de grandes grupos de forma presencial; ser referência em Investimentos nas Agências Empresas, agregando conhecimento e valor para os clientes do Segmento, assim como disseminar novos conteúdos, aos times de gerentes de relacionamento PJ;
Requirements
- Experiência em atendimento e gestão de carteiras PJ.
- Certificação CEA (obrigatória).
- Graduação completa em Economia, Administração ou Direito.
- Domínio de produtos de investimento.
- Pacote Office avançado.
- Disponibilidade para viagens.
- Disponibilidade para modelo de trabalho híbrido (4x presencial e 1x home office)
- Certificação CFP (diferencial).
- MBA ou curso de pós-graduação (diferencial).
- Inglês intermediário (diferencial).
- Experiência prévia em corretora de investimentos (diferencial).
- Veículo próprio (diferencial).
Benefits
- PLR
- Vale refeição
- Vale Alimentação
- 13ª Cesta Alimentação
- Vale transporte
- Plano de Saúde e Odontológico
- Seguro de Vida principal
- Plano de Previdência Complementar
- Licença maternidade estendida
- Licença paternidade estendida
- Unibrad
- VivaBem
- TotalPass
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Dynamics 365 F&O Technical Consultant enhancing D365 ecosystem at Tyme X. Supporting migration, optimization, and scaling for multiple entities across Southeast Asia.
Senior Product Manager driving strategic market expansion for Motive’s Spend Management offering. Collaborating with Sales and Marketing teams to launch products in high - growth sectors.
Corporate Legal Counsel managing legal aspects of investment transactions and compliance. Advising on legal matters related to federal and state securities laws and corporate governance processes.
Finance Operations Graduate supporting day - to - day finance operations including accounts payable and reconciling bank statements at Lyka, a sustainable pet wellness company.
Financial Sales Associate providing life insurance solutions to bank clients. Strengthening client relationships and achieving sales goals with innovative wealth management solutions.
Senior Financial Analyst responsible for financial reporting and analysis at Manulife, contributing to finance transformation initiatives and operational improvements.
Vice President of Acute Care Finance overseeing financial management and collaboration for hospitals within Trinity Health. Leading strategic plans and operational programs to maximize financial resources and ensure fiscal responsibility.
Director of Corporate Finance and Restructuring leading engagements in corporate recovery and restructuring. Managing financial assessments and developing turnaround strategies for clients in various industries.
Finance Intern supporting financial functions at USAA, performing financial modeling and analysis with compliance oversight. Internship leads to a development rotational program post - graduation.