Alto Valor Investimentos

Junior Investment Advisor – B2C

Alto Valor Investimentos

full-time

Posted on:

Location Type: Hybrid

Location: Campinas • Brazil

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Salary

💰 R$2,000 per month

Job Level

Junior

About the role

  • Manage and retain the clients in the office's portfolio
  • Understand clients' needs and propose solutions tailored to each client's profile
  • Keep systems up to date, including the Salesforce CRM

Requirements

  • ANCORD certification (prerequisite for hiring)
  • Basic knowledge of Microsoft Office
  • Business-oriented and relationship-focused profile
  • Clear communication, empathy, and results-oriented approach
Benefits
  • Career development plan
  • Free ANCORD preparatory course
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
basic knowledge of Microsoft Office
Soft Skills
business-orientedrelationship-focusedclear communicationempathyresults-oriented
Certifications
ANCORD certification