Investment Advisor
Capacity Gestão de Pessoas
full-time
Posted on:
Location Type: Hybrid
Location: Vitória • Brazil
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About the role
- Build and maintain relationships with investor clients, providing financial solutions tailored to each client's profile and objectives
- Prospect and manage a client portfolio
- Offer investment products and solutions
- Manage time and portfolio autonomously
Requirements
- Experience in the financial sector (with any product)
- Availability to occasionally work on-site at the SUPER OFFICE
- Reside in the Greater Vitória metropolitan area (Vitória, Vila Velha, Serra, Cariacica or Viana)
- Experience in sales and customer service
- Proactive, resilient, and organized profile
- Have an existing client portfolio (regardless of current role)
- CEA (ANBIMA) or AI (ANCORD) certifications
Benefits
- Autonomy to manage your own schedule
- Flexible working arrangements
- Earning potential based on performance
- Hands-on development experience in the financial market
- Real opportunities for professional growth and advancement
- Direct contact with clients and executives
- An 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.
Soft Skills
proactiveresilientorganized
Certifications
CEA (ANBIMA)AI (ANCORD)