Investment Advisor
Unifique
full-time
Posted on:
Location Type: Office
Location: Porto Alegre • Brazil
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About the role
- Build and execute a commercial routine (prospecting, cadence, follow-ups, and funnel management).
- Qualify client profiles and needs to determine the best investment approach.
- Support the team with allocation proposals, portfolio monitoring, and market opportunities.
- Operate with a consultative approach and a focus on client experience, always aligned with suitability practices and ethics.
Requirements
- Strong communication skills and discipline
- Commercial mindset, resilient and organized
- Not afraid of challenges
- Genuine desire to learn and grow
- Hands-on, proactive attitude
- Bachelor's degree completed or in progress preferred in Economics, Accounting, Business Administration, Engineering, or related fields.
Benefits
- Comprehensive training and close mentorship
- Clear structure, tools, and processes
- On-site, collaborative, high-energy environment
- Defined development and growth path
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
strong communication skillsdisciplinecommercial mindsetresilienceorganizationproactive attitudeconsultative approachclient experience focusgenuine desire to learnability to handle challenges
Certifications
Bachelor's degree in EconomicsBachelor's degree in AccountingBachelor's degree in Business AdministrationBachelor's degree in Engineering