Financial Advisor

2 semanas atrás


São Paulo, Brasil XP Inc. Tempo inteiro

>> Sobre a oportunidadeComo Financial Advisor baseado no Rio de Janeiro ou São Paulo, você atuará como banqueiro de famílias afluentes e poderá ter sua carreira de banqueiro acelerada, se especializando como Wealth Manager (gestor de grandes fortunas) em um dos segmentos mais sofisticados e complexos do B2C da XP.Alguns Dos Desafios Que Você Vai EncararEstabelecer relacionamento de longo prazo com o investidor (pessoa física e jurídica);Originar carteira de investidor de perfil alta renda;Encantar os seus clientes com experiências e o maior grau de qualidade no atendimento;Ser referência técnica sobre planejamento financeiro;Identificar oportunidades, construir e disseminar melhores práticas de alocações de investimentos;Realizar atendimento consultivo para garantir excelência no atendimento e monitorar os indicadores de qualidade;Atuar no nível tático e estratégico junto as áreas que impactam direta e indiretamente o cliente final.Sobre o Ambiente De Trabalho, é Importante Você Saber QueNossa cultura de mente aberta torna o ambiente horizontal para que as decisões sejam tomadas com base em fatos e dados, colocando os interesses dos clientes sempre em primeiro lugar.Com espírito empreendedor, cada um de nós protagoniza a sua própria história, então não espere encontrar uma empresa que tome decisões por você.Apesar de todos terem autonomia para assumir as rédeas da própria vida, a nossa rotina é intensa por sonharmos grande e amarmos o que fazemos.>> O que buscamosPré-requisitos Para CandidaturaTer disponibilidade para trabalhar presencialmente no Rio de Janeiro ou São Paulo;Ter a nossa cultura;Vontade de trilhar uma carreira em Wealth Management;Ter capacidade / vontade de originação de novos clientes (não é necessária carteira prévia, te daremos todo o ferramental para isso);Inglês Fluente.DiferenciaisCPA-20 (será obrigatório para iniciar o trabalho)CFP, CFA.#J-18808-Ljbffr


  • Financial Advisor

    3 semanas atrás


    São Paulo, Brasil Menestys Asset Management Tempo inteiro

    Company DescriptionMenestys Asset Management is a brokegare & Wealth Management firm located in São Paulo Brazil with currently under R$ 500 millions under its management and seeking end 2024 with R$ 1,3 Billion under its management.Role DescriptionThis is a full-time on-site role for a Financial Advisor at Menestys Asset Management in São Paulo, Brazil....

  • Financial Advisor

    2 semanas atrás


    São Paulo, Brasil Menestys Asset Management Tempo inteiro

    Company Description: Menestys Asset Management is a brokerage & Wealth Management firm located in São Paulo, Brazil, currently managing under R$ 500 million and seeking to reach R$ 1.3 billion by the end of 2024.Role Description: This is a full-time on-site role for a Financial Advisor at Menestys Asset Management in São Paulo, Brazil. The Financial...

  • Financial Advisor

    3 semanas atrás


    São Paulo, Brasil Menestys Asset Management Tempo inteiro

    Company DescriptionMenestys Asset Management is a brokegare & Wealth Management firm located in São Paulo Brazil with currently under R$ 500 millions under its management and seeking end 2024 with R$ 1,3 Billion under its management.Role DescriptionThis is a full-time on-site role for a Financial Advisor at Menestys Asset Management in São Paulo, Brazil....

  • Financial Advisor

    3 semanas atrás


    São Paulo, Brasil Menestys Asset Management Tempo inteiro

    Company Description: Menestys Asset Management is a brokerage & Wealth Management firm located in São Paulo, Brazil, currently managing under R$ 500 million and seeking to reach R$ 1.3 billion by the end of 2024. Role Description: This is a full-time on-site role for a Financial Advisor at Menestys Asset Management in São Paulo, Brazil. The Financial...

  • Financial Advisor

    3 semanas atrás


    São Paulo, Brasil Menestys Asset Management Tempo inteiro

    Company Description Menestys Asset Management is a brokegare & Wealth Management firm located in São Paulo Brazil with currently under R$ 500 millions under its management and seeking end 2024 with R$ 1,3 Billion under its management. Role Description This is a full-time on-site role for a Financial Advisor at Menestys Asset Management in São Paulo,...

  • Financial Advisor

    3 semanas atrás


    São Paulo, Brasil Menestys Asset Management Tempo inteiro

    Company DescriptionMenestys Asset Management is a brokegare & Wealth Management firm located in São Paulo Brazil with currently under R$ 500 millions under its management and seeking end 2024 with R$ 1,3 Billion under its management.Role DescriptionThis is a full-time on-site role for a Financial Advisor at Menestys Asset Management in São Paulo, Brazil....

  • Financial Advisor

    6 meses atrás


    Sao Paulo, Brasil Acuma-deVere Mexico Tempo inteiro

    We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...

  • Financial Advisor

    2 meses atrás


    São Paulo, Brasil XP Inc. Tempo inteiro

    >> Sobre a oportunidade Como Financial Advisor baseado no Rio de Janeiro ou São Paulo, você atuará como banqueiro de famílias afluentes e poderá ter sua carreira de banqueiro acelerada, se especializando como Wealth Manager (gestor de grandes fortunas) em um dos segmentos mais sofisticados e complexos do B2C da XP. Alguns Dos Desafios Que Você Vai...


  • São Paulo, São Paulo, Brasil Amazon Servicos de Varejo do Brasil Ltda. Tempo inteiro

    At Amazon Servicos de Varejo do Brasil Ltda., we're working to be the most customer-centric company on earth. To get there, we need exceptionally talented, bright, and driven people. If you'd like to help us build the place to find and buy anything online in LatAm, this is your chance to make history.Role OverviewWe are seeking a Financial Controller and...

  • Financial Advisor

    4 semanas atrás


    São Paulo, Brasil XP Tempo inteiro

    Sobre nós Nossa história começou em 2001, com um pequeno escritório de agentes autônomos de investimentos em Porto Alegre e hoje somos um grande ecossistema de serviços financeiros, mídia e educação. Chegamos até aqui com a dedicação de equipes talentosas que tiveram garra, determinação, resiliência e, acima de tudo, ambição de fazer o...

  • Advisor I

    3 meses atrás


    São Paulo, SP, Brasil Fiserv, Inc. Tempo inteiro

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

  • Strategic Financial Advisor

    2 semanas atrás


    São Paulo, São Paulo, Brasil Hach Tempo inteiro

    Job OverviewAt Hach, we are seeking a skilled and experienced Controller to join our Finance and Accounting team in Jundiai, SP. This is a hybrid role that will require some traveling.Key ResponsibilitiesAccounting: Manage the general ledger, customer billing, monthly reconciliations, month-end processes, and financial reporting. Conduct financial analysis...


  • São Paulo, Brasil UBS Tempo inteiro

    Financial Accountant and Regulatory Reporting AnalystJob Reference: 304982BRLocation: Sao Paulo, BrazilJob Type: Full TimeYour Role:Can you deliver accurate and timely financial information? Do you want to play the role of a trusted advisor using your accounting expertise? Are you incredibly organized with an eye for detail? Are you trustworthy in driving...


  • Sao Paulo, Brasil Fiserv, Inc. Tempo inteiro

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

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    São Paulo, SP, Brasil Fiserv, Inc. Tempo inteiro

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

  • Solutions Architecture

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    São Paulo, SP, Brasil Fiserv, Inc. Tempo inteiro

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...


  • São Paulo, Brasil MasterCard Tempo inteiro

    Managing Consultant, Advisors Client Services, Strategy & TransformationWe work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions,...

  • Financial Manager

    4 semanas atrás


    São Paulo, São Paulo, Brasil Columbia Machine, Inc Tempo inteiro

    **Columbia Machine, Inc. Financial Leadership Opportunity**As a key member of our finance team, you will play a critical role in driving the financial success of our global operations. We are seeking an experienced Financial Manager to oversee our financial reporting, accounting, and treasury functions.**Key Responsibilities:**• Financial Reporting:Oversee...

  • Software Architecture

    5 meses atrás


    Sao Paulo, Brasil Fiserv, Inc. Tempo inteiro

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

  • Sourcing - Advisor I

    2 meses atrás


    São Paulo, SP, Brasil Fiserv, Inc. Tempo inteiro

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...