Investment Consultant

AUVP

Join AUVP Capital as a Consultant in Investments, delivering strategic financial guidance. Engage with clients to enhance their investment portfolios and achieve financial goals.

Posted 7/15/2026full-timeGoiânia • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client portfolios with a focus on financial products, investment strategies, and proactive client service. Proficient in preparing reports and utilizing Microsoft Excel to build dashboards for effective data analysis.

Highest-signal resume keywords

Bachelor's Degree In Investments Or Economic MarketCEA (ANBIMA) CertificationKnowledge Of Financial ProductsProficiency In Microsoft ExcelExperience In Banking And Client Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementReport PreparationFinancial Product KnowledgeDashboard BuildingSales Cycle Optimization

Soft Skills

Excellent Verbal And Written CommunicationTeam Spirit And CooperationProactivity In Offering SolutionsAgility In Process Optimization

Certifications & Qualifications

CEA (ANBIMA) Certification

Industry Keywords

Fixed IncomeFundsEquities/Variable IncomePension/RetirementForeign Exchange

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree completed in a field related to investments or the economic market;
CEA (ANBIMA) certification;
Ability to prepare reports;
Knowledge of financial products (Fixed Income, Funds, Equities/Variable Income, Pension/Retirement, Foreign Exchange and related products);
Excellent verbal and written communication skills;
Team spirit and cooperation;
Proactivity in offering solutions;
Ease in communicating with leaders and clients.
Competitive differentials:
Experience building dashboards;
Proficiency in Microsoft Office, specifically Excel;
Ability to work in a multidisciplinary environment and adapt to constant change;
Experience in banking and client service.

Benefits

Comp & perks

Competitive salary and benefits that genuinely make a difference;
Free access to our learning platforms and products within our brand ecosystem.