Senior Investment Strategist

1 dia atrás

Rio de Janeiro, Rio de Janeiro, Brasil beBeeInvestmentPortfolioManager Tempo inteiro R$35.000 - R$40.000

Career Opportunity:

The Investment Portfolio Manager plays a pivotal role in providing expert investment advisory services to clients with assets ranging from R$1 MM to R$3 MM. Key responsibilities include developing tailored investment portfolios that align with client goals and risk tolerance, conducting regular portfolio reviews, identifying revenue growth opportunities through cross-selling and upselling, and collaborating with internal teams to deliver exceptional client service.

Key Responsibilities:

  • Develop bespoke investment strategies that cater to each client's unique profile
  • Conduct thorough portfolio assessments and provide actionable recommendations for optimization
  • Identify prospects for increasing revenue through strategic partnerships and value-added services
  • Collaborate seamlessly with cross-functional teams to ensure seamless client experience

Requirements:

  • Profound understanding of investment products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively as part of a high-performing team
  • Proficiency in Microsoft Office and advanced financial software applications

To succeed in this role, you will possess a strong combination of business acumen, technical expertise, and excellent interpersonal skills. If you are a results-driven professional seeking a challenging opportunity to grow your career, we encourage you to apply.

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