Investment Advisor

1 semana atrás

São Paulo, Brasil Wave Capital Tempo inteiro

Ficamos contentes por seu interesse em trabalhar conosco Atividades Prospectar e atender clientes do segmento Private, prestando assessoria no mercado de capitais. Identificar perfil de investidor, estudar viabilidade, elaborar estratégia de investimentos, monitorar o portfólio e auxiliar na tomada de decisões. Receber e registrar ordens de operações. Participar de treinamentos constantes e reuniões. Trabalhar de acordo com a regulamentação da CVM. Os processos desenhados pela empresa permitem o assessor ter foco no relacionamento com o cliente e ter a estrutura interna como insumos que geram qualidade de atendimento. Geração de Leads: focado na construção de base com ticket médio alinhado com nosso posicionamento de mercado. Uso das áreas de apoio Closers: auxiliam no fechamento de negócios, estruturação de carteira e explicação de cenário. Mesa de Renda Variável: responsável por todo o relacionamento da carteira RV dos clientes, manutenção dos ativos e suporte aos assessores. Certificado Ancord Perfil proativo e empreendedor Organização e capacidade comercial Conhecimento sobre produtos financeiros Alta performance e intensidade. O que oferecemos Leads qualificados Bonificação por resultados alcançados Repasse alinhado com o mercado Escritório posicionado no coração do mercado financeiro Capacitação e treinamentos constantes #J-18808-Ljbffr

  • Investment Advisor

    1 semana atrás

    São Paulo, São Paulo, Brasil CrossBoundary Tempo inteiro R$80.000 - R$120.000 por ano

    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...

  • Investment Advisor

    1 semana atrás

    São Paulo, Brasil CrossBoundary Tempo inteiro

    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...

  • Investment Advisor

    1 semana atrás

    São Paulo, Brasil CrossBoundary Group Tempo inteiro

    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...

  • Investment Advisor B2C

    4 semanas atrás

    São Paulo, Brasil Btgpactualdigital Tempo inteiro

    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...

  • Associate, Infrastructure

    Há 3 dias

    Sao Paulo, Brasil GIC Investment Tempo inteiro

    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...

  • Financial Advisor

    1 semana atrás

    São Paulo, São Paulo, Brasil Garavello Capital Tempo inteiro R$90.000 - R$120.000 por ano

    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...

  • Investment Banking Associate

    2 semanas atrás

    Sao Paulo, Brasil Citi Tempo inteiro

    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...

  • Investment Bank Associate

    Há 5 dias

    São Paulo, Brasil UBS Tempo inteiro

    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...

  • Head of bankers SP

    2 semanas atrás

    São Paulo, São Paulo, Brasil Pacifica Continental Tempo inteiro R$90.000 - R$120.000 por ano

    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...

  • Investment Banking Analyst

    2 semanas atrás

    São Paulo, Brasil UBS Tempo inteiro

    Job Reference # BR City Sao Paulo Job Type Full Time Your role Are you motivated to work in a dynamic team environment? Do you enjoy developing pitch ideas for stakeholders, clients, and investors? We’re looking for an Investment Banking Analyst to: build complex financial models and preparing valuation, merger, and other analytical exercises draft...