Banker High

3 semanas atrás


São Paulo, Brasil Blackbird Investimentos Tempo inteiro

A BlackbirdCo. é uma empresa brasileira de atuação global com foco no desenvolvimento de produtos sofisticados e estruturados nas áreas de Crédito, Corporate, Offshore, Asset, Wealth Management e Advisory.

Somos uma companhia de investimentos que acredita na alta qualidade técnica dos profissionais, mentalidade de dono e transparência como pilares para performance.

O Banker do segmento High (R$2M-R$5MM) é responsável pela atuação comercial de desenvolvimento de relacionamento com potenciais clientes. Dentro da célula de private banking, o profissional é capaz de desenvolver seus laços de relacionamento para construção de uma carteira de investidores .

Responsabilidades
  • Ativação de contas através de captação de recursos
  • Prospectar, desenvolver e fechar negócios com investidores de alta renda a private em todo o Brasil;
  • Manter ótimo relacionamento com clientes através de visitas e contatos recorrentes;
  • Estar constantemente atualizado sobre cenário macroeconômico, bem como oportunidades de mercado e produtos financeiros;
  • Assessorar e acompanhar constantemente a carteira de investimentos do cliente com foco em seus objetivos;
  • Saber gerenciar seu funil de vendas no CRM, com foco em levantar forecast e redução de ciclo comercial para atingimento de metas;
Requisitos
  • Graduação em finanças, economia ou em uma área relacionada.
  • Mínimo de 5 anos de experiência em private banking ou gestão de patrimônio.
  • Forte compreensão de produtos de investimento, mercados financeiros e técnicas de gestão de portfólio.
  • Histórico comprovado de construção e manutenção de relacionamentos com clientes de alto patrimônio.
  • Excelentes habilidades de comunicação e interpessoais.
  • Certificações como CFA, CFP ou outras relevantes são desejadas.
Benefícios
  • Wellhub (Gympass);
  • Incentivo à certificações (CFP e CFA);
  • Remuneração variável anual;
  • Programa de Intercâmbio;
  • Programa de Partnership.
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