Financial Advisory

1 semana atrás

São Paulo, Brasil Quaestor Capital Tempo inteiro

Sócio | Líder de Equipe | Diretor Responsável na Quaestor

Somos uma botique financeira que cuida de clientes (PF e PJ) em todas as questões que envolvem as suas finanças e seu patrimônio financeiro. Com mais de 6000 clientes, 1,5 Bilhões sob custódia e mais de 40 parceiros.

Nossas principais linhas de negócio são:

  • Investimentos financeiros pela XP Investimentos
  • Carteira Administrada
  • Linhas de Crédito e Financiamento
  • Seguros de Pessoas e Danos
  • Plano de Saúde
  • Blindagem e Sucessão Patrimonial (Assessoria Jurídica)
  • Mercado Imobiliário
  • Assessoria Corporate (Empresas)

Responsabilidades da Vaga:

  • Prestar atendimento à base de clientes da mesa proprietária do escritório
  • Prestar auxílio operacional às demandas levantadas pelos clientes.
  • Executar a cadência de contatos descrita no CRM e registrar todas as interações
  • Atender toda a base através dos nosso contatos institucionais
  • Gerar levantadas de mão para reuniao de cross sell de produtos
  • Transferir a maior quantidade possível de cllientes para o modelo fee based
  • Criar modelos de mensagem via multíplos canais para aumentar a escala do nosso contato com a base e gerar novos negócios
  • Auxiliar no gerenciamento de dados e registros dentro do CRM; prezando pela perpetuidade das informações.

Requisitos:

  • O candidato já tem que possuir experiência prévia no mercado financeiro
  • O candidato deve possuir um perfil extremamente organizado, pró-ativo, atencioso e focado no trabalho de qualidade.
  • Buscamos um perfil jovem que queira se desenvolver no mercado financeiro e busque, prioritariamente, por muito aprendizado.
  • Preferencialmente, esteja cursando economia, engenharia, administração ou correlatas.
  • preferenciamente, já tenha domínio na estrutura, análise e reavaliação de carteiras de investimentos de clientes
  • Preferencialmente, tenha certo domínio ou facilidade no uso de ferramentas de tecnologia ligadas a área de dados e automações (Disparo de mensagens, e-mail marketing, crianção de designs, IAs, etc)

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São Paulo, São Paulo, Brazil 6 months ago

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