Investments Consultant – Mid-level

Suno

Consultor de Investimentos Pleno atuando no ecossistema Suno, ajudando investidores a tomar decisões financeiras. Focando no desenvolvimento de uma carteira de clientes de alta renda.

Posted 7/20/2026full-timeRemote • BrasilSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-net-worth client portfolios, with a strong focus on financial planning, investment products, and relationship management. Proficient in capital markets knowledge and committed to collaborative growth and client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningCapital Markets KnowledgeCEA® CertificationInvestment Products Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment ProductsClient Relationship ManagementCapital Markets KnowledgeAsset Classes Knowledge

Soft Skills

Strong Communication SkillsActive ListeningOrganizationCollaborative AttitudeResults-Oriented Mindset

Certifications & Qualifications

CEA® Certification

Industry Keywords

High-Net-Worth ClientsWealth ManagementConsultative MeetingsInvestment FirmsProspecting

About the role

Key responsibilities & impact

Manage and develop a portfolio of high-net-worth clients, helping investors make better financial decisions through Suno's ecosystem solutions.
Receive support from specialized intelligence, allocation, and investment teams.
Conduct consultative meetings with clients and prospective investors.
Build and strengthen long-term relationships with the clients under your management.
Identify opportunities for additional investments, new allocations, and relationship expansion.
Prospect and onboard new clients.
Lead in-person and remote meetings with investors.
Monitor the financial markets and the recommendations produced by the Suno ecosystem.
Work collaboratively with intelligence, allocation, and investment specialist teams.
Contribute to client base growth and to the asset growth of the investors you serve.
Participate in events, meetups, and relationship-building initiatives promoted by Suno.

Requirements

What you’ll need

Education: Bachelor’s degree completed or in the final stages in Business Administration, Economics, Accounting, Engineering, or related fields.
Preferred experience serving investors (in banks, wealth management firms, brokerages, or consultancies).
Experience with financial planning, investment products, and personal client relationship management is a strong plus.
CEA® certification (mandatory).
Strong communication skills, active listening, and organization.
Knowledge of the capital markets and asset classes (equities, REITs (FIIs), fixed income, among others).
Eagerness to learn, grow, and consistently deliver your best.
Collaborative attitude, results-oriented mindset, and ownership mentality.

Benefits

Comp & perks

Health and dental insurance to take good care of you.
Life insurance — because security is part of quality of life.
Discounts on Wellhub (Gympass)/TotalPass and Zenklub — for body and mind wellness.
Institutional partnerships that provide extra support on courses, services, and more.
Profit Sharing (PLR) — here everyone grows together.
A Day Off on your birthday — because your day should be just yours!
Access to Suno Black subscription (for you and first-degree family members).
Bull Plan subscription — Status Invest — to deepen your investment knowledge and intelligence.