Alta Vista Investimentos

Investment Funds & Pensions Sales

Alta Vista Investimentos

full-time

Posted on:

Location Type: Hybrid

Location: São Paulo • Brazil

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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 & Tools
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