Investment Consultant
AUVP
full-time
Posted on:
Location Type: Remote
Location: Brazil
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About the role
- Provide service through digital contact channels such as chat, WhatsApp, phone and email, maintaining regular contact;
- Deliver proactive service by anticipating clients’ needs;
- Stay constantly updated on the macroeconomic environment as well as market opportunities and financial products;
- Continuously monitor clients’ investment portfolios with a focus on their objectives;
- Manage your client portfolio with a focus on producing forecasts and reducing the sales cycle to meet targets;
- Demonstrate agility in optimizing processes and internal controls.
Requirements
- Bachelor’s degree in a field related to investments or economics;
- CEA/ANBIMA certification;
- Ability to prepare and build reports;
- Knowledge of financial products (Fixed Income, Funds, Equities/Variable Income, Pension/Retirement Plans, Foreign Exchange and related products);
- Excellent verbal and written communication skills;
- Teamwork and collaboration;
- Proactive approach to offering solutions;
- Ease in communicating with leaders and clients.
Benefits
- Competitive salary and benefits that truly make a difference;
- Free access to our educational platforms and products within our brand ecosystem.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial productsFixed IncomeFundsEquitiesVariable IncomePension PlansRetirement PlansForeign Exchangereport preparationportfolio management
Soft Skills
verbal communicationwritten communicationteamworkcollaborationproactive approachsolution offeringclient communicationagilityanticipation of needsprocess optimization
Certifications
Bachelor’s degreeCEA certificationANBIMA certification