Investment Advisor
Alta Vista Investimentos
full-time
Posted on:
Location Type: Hybrid
Location: Campo Grande • Brasil
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About the role
- As an Investment Advisor, you will be responsible for prospecting investor clients to build and manage your own client portfolio.
- You will advise clients on how to invest more effectively and achieve financial goals; promote asset protection through the use of protective instruments and provide full support in selecting the investment portfolio best suited to each client's profile and objectives.
Requirements
- Commercial and relationship-oriented profile
- Knowledge of financial products (equities/variable income, fixed income, funds, among others)
- Entrepreneurial mindset
- High level of drive and self-discipline
- Knowledge of macroeconomics
- Investor client base or high-net-worth network
- Active ANCORD certification
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productsequitiesvariable incomefixed incomefundsmacroeconomics
Soft skills
commercial profilerelationship-orientedentrepreneurial mindsetdriveself-discipline
Certifications
ANCORD certification