Investment Funds & Pensions Sales
Alta Vista Investimentos
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • 🇧🇷 Brazil
Visit company websiteJob Level
Mid-LevelSenior
About the role
- The Funds and Pensions Sales professional provides technical and commercial support to financial advisors
- Ensuring the allocation of pension and fund assets into selected investments
- Answering product-related questions, promoting asset inflows and reallocations
- Supporting client meetings and commercial campaigns
- Acting as a liaison with other departments when necessary
- Ongoing technical development through exposure to fund managers.
Requirements
- Knowledge of investment funds (general fund strategies, taxation, their use in a portfolio, main fund types, etc.)
- Knowledge of private pension plans and their rules (taxation, actuarial tables, portability rules, etc.)
- Commercial profile with strong group communication skills and relationship-building ability
- Organized and able to handle multiple tasks simultaneously
- Willingness to learn and continuously develop professionally
- Proficiency in Excel.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
knowledge of investment fundsknowledge of private pension planstaxationactuarial tablesportfolio managementfund strategiesExcel
Soft skills
strong group communication skillsrelationship-building abilityorganizedability to handle multiple taskswillingness to learnprofessional development