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About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- ANCORD certification (active and registered, or in an advanced process as required)
- Experience in the financial market (preferably in advisory/AAI or a commercial role linked to investments)
- Strong commercial skills: relationship building, negotiation, trust development and responsible deal closing
- Clear verbal and written communication, with the ability to explain products honestly and didactically
- Ethical profile and adherence to processes: respect for internal guidelines, hierarchy and institutional positioning
- Consultative approach and professional maturity appropriate for serving mid- and high-net-worth clients
- Openness to continuous learning and professional development within the company’s training track
- Proficiency with Microsoft Office, especially Excel (advantage)
- Ability to work in multidisciplinary teams and in fast-changing environments (advantage)
- CEA certification (advantage)
Benefits
Comp & perks- Compensation aligned with commission-based and fee-based models, with a long-term perspective
- AUVP benefits (details provided during the selection process) and access to our learning platforms and products within the ecosystem
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial market experienceinvestment transactionsaccount managementrelationship buildingnegotiationconsultative approachdeal closingcompliance adherencewealth preservation
Soft Skills
trust developmentclear communicationethical conductprofessional maturityopenness to learningteam collaborationadaptability
Certifications
ANCORD certificationCEA certification