Assessor De Investimentos

Join to apply for the Assessor De Investimentos role at Intertrading Investimentos.

Location: Curitiba–PR (presencial)

About Intertrading: São 26 anos ajudando pessoas e empresas a investir com ética, transparência e foco em resultado. Temos sede própria, parceria XP e um time que joga junto.

Responsibilities:

1. Grow and rentabilize client portfolios (individual and/or corporate).
2. Actively prospect clients (network, referrals, events) and manage the sales funnel.
3. Assess client profiles and objectives, create investment allocations (fixed income, equities, forex, derivatives), and monitor closely.
4. Communicate market updates clearly through meetings, reports, and calls.
5. Comply with CVM/XP/ANCORD regulations and document all activities diligently.

Requirements:

• Active ANCORD certification.
• Previous experience in investments (advisory, private, wealth management, or similar).
• Strong Commercial Profile: prospecting, pipeline management, negotiation, and closing skills.
• Track record with KPIs (AUM, conversion, retention, revenue).
• Clear communication, organization, and unwavering ethics.

Differentials: CFP/CEA/CGA certifications, experience with corporate clients, financial content creation.

What We Offer:

• 26 years of brand recognition opening doors.
• State-of-the-art infrastructure, including private meeting rooms and an auditorium for courses and lectures.
• Internal marketing campaigns and events to generate qualified leads and enhance your positioning.
• Competitive commission structure with profit sharing.
• Flexible schedule with operational and compliance support.

Selection Process:

• Resume and results review.
• Technical and behavioral interviews.
• Presentation of your growth plan.
• Visit to headquarters and proposal.

How to Apply:

Send your CV with the subject "Assessor de Investimentos – [Your Name]".

• Entry level

• Full-time

• Finance and Sales

• Investment Management