Investment Advisor
Capacity Gestão de Pessoas
full-time
Posted on:
Location Type: Hybrid
Location: Rio de Janeiro • 🇧🇷 Brazil
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Responsible for conducting client follow-ups and providing support to clients.
- Develop and maintain strong commercial relationships.
- Identify sales opportunities and offer tailored financial solutions.
- Collaborate with other teams to achieve organizational goals.
Requirements
- Ability to perform effective follow-ups and provide prompt, personalized support to clients.
- Experience in commercial management, identifying market opportunities, and sales strategies.
- Excellent customer service skills to ensure high levels of satisfaction and client retention.
- Previous knowledge of financial products and investments is desirable.
- Relevant financial market certifications will be considered a plus.
Benefits
- Fixed base salary
- Competitive commission structure
- Technical training and development plan
- Bonuses tied to internal campaigns
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productsinvestmentssales strategiescommercial management
Soft skills
client follow-upspersonalized supportcustomer servicerelationship buildingcommunication
Certifications
financial market certifications