AUVP

Financial Planning and Analysis

• Provide service through digital contact channels such as chat, WhatsApp, phone and email, maintaining recurring contact;
• Deliver proactive service, anticipating client needs;
• Stay continuously informed about the macroeconomic outlook, market opportunities and financial products;
• Continuously monitor clients’ investment portfolios with a focus on their objectives;
• Manage your client portfolio with attention to forecasting and reducing the sales cycle to meet targets;
• Act with agility to optimize processes and internal controls.

Investment Consultant

• Build and manage direct relationships with individual and corporate clients, including prospecting, account opening and account maintenance within AUVP Capital’s client base
• Thoroughly understand each client's profile, objectives and financial situation to offer appropriate solutions aligned with the client's interests and regulatory requirements
• Execute allocations, reallocations and investment transactions under commission-based and fee-based compensation models, according to client profile and needs
• Develop and maintain long-term relationships with a focus on trust, repeat business and preservation of wealth
• Work integrally within the AUVP ecosystem, identifying legitimate opportunities for complementary solutions (insurance, foreign exchange, credit, agribusiness and corporate services), always acting ethically, transparently and in the client’s best interest
• Strictly follow internal compliance guidelines, ethical conduct and institutional positioning, safeguarding AUVP’s image, reputation and credibility
• Actively participate in the internal development track (technical, commercial and behavioral training)
• Contribute to building a solid client base with a long-term perspective and sustainable growth for the operation

Investment Consultant

Investment Advisor