Investment Advisor

AUVP

Investments Assessor managing relationships with individual and corporate clients at AUVP Capital. Focusing on trust, excellence in consulting and sustainable growth.

Posted 6/19/2026full-timeRemote • BrasilMid-LevelSeniorWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

financial market experienceinvestment transactionsaccount managementrelationship buildingnegotiationconsultative approachdeal closingcompliance adherencewealth preservation

Soft Skills

trust developmentclear communicationethical conductprofessional maturityopenness to learningteam collaborationadaptability

Tools & Technologies

Microsoft OfficeExcel

Certifications & Qualifications

ANCORD certificationCEA certification

Industry Keywords

client relationship managementcommission-based compensationfee-based compensationhigh-net-worth clientsinternal compliance guidelinesAUVP ecosystemsustainable growth

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