Capacity Gestão de Pessoas

Investment Advisor

Capacity Gestão de Pessoas

full-time

Posted on:

Location Type: Hybrid

Location: Belo Horizonte • Brazil

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About the role

  • Build and maintain relationships with investor clients, providing financial solutions aligned with each client's profile and objectives.
  • Prospect and manage a client portfolio
  • Offer investment products and solutions
  • Manage your schedule and portfolio independently

Requirements

  • Experience in the financial sector (with any product)
  • Availability to work on-site at the SUPER ESCRITÓRIO occasionally
  • Reside in the Metropolitan Region of Vitória (Vitória, Vila Velha, Serra, Cariacica, or Viana)
  • Experience in sales and customer service
  • Proactive, resilient, and organized profile
  • Own an existing client portfolio (regardless of current role)
  • CEA (ANBIMA) or AI (ANCORD) certification
Benefits
  • Autonomy to manage your own routine
  • Flexible working arrangements
  • Earning potential based on performance
  • Practical development in the financial market
  • Real opportunity for professional growth and advancement
  • Direct contact with clients and executives
  • Environment that values learning, certifications, and results
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial solutionsinvestment productsclient portfolio managementsales experiencecustomer service experience
Soft Skills
proactiveresilientorganized
Certifications
CEA (ANBIMA)AI (ANCORD)