AUVP

Investment Consultant – Junior

AUVP

full-time

Posted on:

Location Type: Remote

Location: Brasil

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Job Level

Junior

About the role

  • Provide client service through digital contact channels such as chat, WhatsApp, phone, and email, maintaining regular follow-ups
  • Deliver proactive service by anticipating clients' needs
  • Stay continuously up to date on the macroeconomic environment, market opportunities, and financial products
  • Continuously monitor clients' investment portfolios with a focus on their objectives
  • Manage your client portfolio, focusing on producing forecasts and shortening the commercial cycle to meet targets
  • Demonstrate agility in optimizing processes and internal controls.

Requirements

  • University degree in a field related to investments or economics
  • CEA/ANBIMA certification
  • Ability to prepare reports
  • Knowledge of financial products (Fixed Income, Funds, Equities/Variable Income, Pension/Retirement products, Foreign Exchange, etc.)
  • Excellent verbal and written communication
  • Team spirit and collaboration
  • Proactive in offering solutions
  • Ease in communicating with managers and clients
  • Dashboard-building skills (advantageous)
  • Proficiency in Microsoft Office, especially Excel (advantageous)
  • Ability to work in multidisciplinary teams and in constantly changing environments (advantageous)
  • Banking experience and client service experience (advantageous).
Benefits
  • Flexible working hours
  • Meal/food allowance
  • Transportation allowance
  • Culture allowance
  • Health insurance
  • Life insurance
  • Birthday day off
  • Free access to educational platforms and product offerings.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial productsFixed IncomeFundsEquitiesPension productsRetirement productsForeign Exchangereport preparationdashboard buildingportfolio management
Soft Skills
client serviceproactive solutionscommunicationteam spiritcollaborationagilityanticipation of needsprocess optimizationadaptabilityfollow-up
Certifications
University degree in investments or economicsCEA certificationANBIMA certification