Investment Consultant

Droom Investimentos

Consultor de Investimentos responsável por prospectar clientes e desenvolver novos negócios relacionados a créditos judiciais. Manutenção de relacionamento com clientes e atualização no CRM.

Posted 7/6/2026full-timeRio de Janeiro • 🇧🇷 BrazilMid-LevelSenior💰 R$0 - R$8,500 per monthWebsite

About the role

Key responsibilities & impact

Prospect clients to originate and close new deals, and proactively analyze the portfolio, keeping CRM routines updated to achieve targets.
Work on the acquisition of judicial credits (negotiation of credit rights and precatórios). Prospect new clients.
Maintain frequent relationships with clients.
Analyze the case files of judicial assets.
Keep routines updated in the company's CRM.
Provide support and propose new business in partnership with law firms specialized in precatórios.
Keep the company's client base active.
Negotiate and prepare commercial proposals for asset acquisitions.
Serve clients by phone, in person, or by email.

Requirements

What you’ll need

Bachelor's degree in Law, Business Administration, and/or related fields
Excellent written and verbal communication
Experience selling financial products
ANBIMA / ANCORD / CPA certification

Benefits

Comp & perks

Commission
Meal allowance (vale-refeição)

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 & Tools

Judicial Credit NegotiationPortfolio AnalysisCommercial Proposal PreparationClient Relationship ManagementCRM Routine Maintenance

Soft Skills

Excellent Written CommunicationExcellent Verbal Communication

Certifications

ANBIMA CertificationANCORD CertificationCPA Certification