Developing Investment Advisor at TD Wealth providing customized wealth advice for high - net - worth clients. Responsibilities include relationship building, strategizing financial solutions, and client management.
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
Investment Advisor for TD Wealth providing holistic discovery and planning to high - net worth clients. Build client relationships and develop comprehensive wealth management strategies with expert support.
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