Analista de Governança e Controle Pleno – Dados e Performance
Globo
Investment Advisor – High‑Net‑Worth Portfolios
Harpia Human Capital
full-time
Posted on:
Location Type: Hybrid
Location: Rio de Janeiro • 🇧🇷 Brazil
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Develop customized investment strategies for Private and Ultra High Net Worth clients.
- Conduct consultative client meetings with a focus on performance and long‑term client retention.
- Monitor economic and sector trends to anticipate market movements and adjust allocations.
- Ensure compliance with regulatory requirements and internal suitability policies.
- Collaborate with product, research, and compliance teams to deliver comprehensive solutions.
Requirements
- Bachelor’s degree in Economics, Business Administration, Engineering, or related fields;
- Current certification (CPA‑20, CEA, or CFP);
- Proven experience managing high‑net‑worth portfolios or working in the Private client segment;
- Strong analytical capacity, assertive communication skills, and an entrepreneurial mindset.
Benefits
- Not specified 📊 Resume Score Upload your resume to see if it passes auto-rejection tools used by recruiters Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategiesportfolio managementeconomic analysismarket trend analysisregulatory compliance
Soft skills
analytical capacityassertive communicationentrepreneurial mindsetclient retention
Certifications
CPA-20CEACFP
