Investment Advisor B2C

Latin America - Investment AdvisoryAbout the FirmFounded in 2011, CrossBoundary is a mission-driven investment firm committed to unlocking the power of capital for sustainable growth and strong returns in underserved markets. CrossBoundary provides transaction and investment advisory services, having developed a specialized expertise in unleashing...

Latin America - Investment Advisory About the Firm Founded in 2011, CrossBoundary is a mission-driven investment firm committed to unlocking the power of capital for sustainable growth and strong returns in underserved markets. CrossBoundary provides transaction and investment advisory services, having developed a specialized expertise in unleashing...

About The Firm Founded in 2011, CrossBoundary is a mission‑driven investment firm committed to unlocking the power of capital for sustainable growth and strong returns in underserved markets. CrossBoundary provides transaction and investment advisory services, having developed a specialised expertise in unleashing investment across all sectors in these...

Faça parte do time de Assessores de Investimentos do B2C no BTG Pactual.No seu dia a dia: Construir e manter relacionamento de longo prazo com uma carteira de clientes;Buscar e prospectar ativamente novos clientes;Atualização constante sobre o cenário econômico local e global;Entender as estratégias dos gestores e mercado e explicá-las aos...

**Objetivo**: Ser o consultor de investimentos dos clientes que possuem conta de investimento nos EUA via retail. **No seu dia a dia**: - Relacionamento com clientes e assessores do B2C; - Assessoria de investimentos offshore para os clientes das contas internacionais com contrato de consultoria assinado; - Simulação de carteira de investimentos para os...

Location: Sao Paulo, BR- Job Function: Infrastructure- Job Type: Permanent- Req ID: 13221GIC is a sovereign wealth fund of Singapore. Established in 1981 to manage Singapore’s foreign reserves, GIC is a global long-term investor with well over US$100 billion in assets in over 40 countries worldwide. GIC works to secure Singapore’s financial future by...

Company DescriptionAt Garavello Capital, we're committed to helping you navigate life's financial journey with confidence and clarity. We specialize in asset protection, retirement planning, and college planning. Our mission is to provide comprehensive solutions tailored to your unique needs, ensuring financial security and peace of mind.Role DescriptionThis...

The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves...

Brazil - Investment Banking - Investment Bank **Job Reference #** - 326998BR **City** - Sao Paulo **Job Type** - Full Time **Your role** - This is an exciting opportunity for someone who is motivated to work in a dynamic team and to contribute to our Investment Banking business. As an Investment Banking Associate in UBS BB team, you will participate in the...

Our client is looking for a Sr. Human Resources Business Partner to join their team in Lima, Peru.Our client is looking for a head of investment advisors to join their team in SP, Brazil. The individual will focus on leading a team of investment advisors (AAI). The professional main responsibilities will be:Managing a team of investment advisors, solving any...