Financial Advisor

2 semanas atrás


Rio de Janeiro, Rio de Janeiro, Brasil XP Inc. Tempo inteiro
Sobre a Oportunidade

Estamos procurando por um profissional experiente e motivado para atuar como Financial Advisor em nossa equipe de Wealth Management. Como parte da nossa equipe, você terá a oportunidade de trabalhar com clientes de alto perfil, ajudando-os a alcançar seus objetivos financeiros e a construir uma carreira de sucesso.

Responsabilidades
  • Estabelecer relacionamentos de longo prazo com os clientes;
  • Originar carteiras de investimento de alto perfil;
  • Encantar os clientes com experiências e o maior grau de qualidade no atendimento;
  • Ser referência técnica sobre planejamento financeiro;
  • Identificar oportunidades e 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 às áreas que impactam direta e indiretamente o cliente final.
Sobre o Ambiente de Trabalho

Nossa 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.

Requisitos
  • Ter 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.
Diferenciais
  • CPA-20 (será obrigatório para iniciar o trabalho);
  • CFP, CFA.


  • Rio de Janeiro, Rio de Janeiro, Brasil ERM: Environmental Resources Management Tempo inteiro

    ERM Seeks ESG Advisor for Financial InstitutionsWe are looking for a skilled ESG Advisor to join our Sustainable Finance team in Brazil. As a leading technical expert, you will play a key role in delivering ESG advice to financial institutions.Responsibilities:Lead technical workstreams or smaller projects, reporting to Team Leaders and Partners and...


  • Rio de Janeiro, Rio de Janeiro, Brasil S&P Global Tempo inteiro

    About the Role:We are seeking a highly skilled Engineering Customer Advisor to join our Commodity Insights Client Service team in the Latin America region. As a key member of our team, you will provide exceptional customer support and training to our clients, helping them navigate our International Exploration & Production content and Geoscience and...

  • HSE Senior Advisor

    4 semanas atrás


    Rio de Janeiro, Rio de Janeiro, Brasil RINA Tempo inteiro

    {"Mission": "A Health, Safety, and Environment (HSE) Senior Advisor plays a crucial role in supporting the HSE function within an organization, ensuring the application of corporate and company policies, developing and implementing security policies, guidelines, procedures, and protocols for the security of company assets, projects, and business travels.",...


  • Rio de Janeiro, Rio de Janeiro, Brasil Xerox Tempo inteiro

    Job SummaryWe are seeking a highly skilled Document Advisor Associate II to join our team at Xerox. As a key member of our service delivery team, you will be responsible for delivering exceptional document production and communication solutions to our clients.Key ResponsibilitiesAct as the primary source of advice for all document production and...


  • Rio de Janeiro, Rio de Janeiro, Brasil Xerox Tempo inteiro

    Job SummaryWe are seeking a highly skilled Document Advisor Associate II to join our team at Xerox. As a key member of our service delivery team, you will be responsible for delivering exceptional service to our clients, driving productivity improvements, and contributing to business growth.Key ResponsibilitiesAct as the primary source of advice for all...


  • Rio de Janeiro, Rio de Janeiro, Brasil Xerox Tempo inteiro

    Job SummaryWe are seeking a highly skilled Document Advisor Associate II to join our team at Xerox. As a key member of our service delivery team, you will be responsible for delivering exceptional service to our clients, driving productivity improvements, and contributing to business growth.Key ResponsibilitiesAct as the primary source of advice for all...

  • Engineering Customer Advisor

    4 semanas atrás


    Rio de Janeiro, Rio de Janeiro, Brasil S&P Global Tempo inteiro

    About the RoleWe are seeking a highly skilled Engineering Customer Advisor to join our Commodity Insights team. As a key member of our client-facing team, you will provide exceptional support and training to our clients in the Latin America region.Key Responsibilities:Provide technical support and training to clients on our Upstream products.Collaborate with...


  • Rio de Janeiro, Rio de Janeiro, Brasil Xerox Tempo inteiro

    Job SummaryThis role is responsible for providing expert advice and guidance to clients on document production and communication needs. The ideal candidate will have a strong understanding of business goals and communication challenges, and will be able to identify and deliver innovative solutions to meet client requirements.Key ResponsibilitiesClient...

  • Cost Controller

    Há 4 dias


    Rio de Janeiro, Rio de Janeiro, Brasil SBM Offshore Tempo inteiro

    Role PurposeThe Cost Controller serves as a strategic partner to the assigned remit, responsible for achieving business objectives in operational effectiveness, financial reporting, and compliance with laws and regulations.As a trusted advisor, the Cost Controller provides expert guidance, offering insights and recommendations on key business topics,...


  • Rio de Janeiro, Rio de Janeiro, Brasil LHR Américas Tempo inteiro

    Job Title: Business Development LeadJoin LHR Américas in this exciting opportunity to lead the transaction development and procurement process for our client, a leading energy industry player.About the RoleWe are seeking an experienced Business Development Lead to manage the transaction development/procurement process from early economics analysis through...


  • Rio de Janeiro, Rio de Janeiro, Brasil LHR Américas Tempo inteiro

    {"h3">About the RoleWe are seeking a highly skilled Business Development Specialist to join our team at LHR Americas. As a key member of our organization, you will be responsible for identifying and evaluating new business opportunities, developing and executing strategic plans, and driving growth through mergers and acquisitions, joint ventures, and...

  • Investor XP

    Há 2 dias


    Rio de Janeiro, Rio de Janeiro, Brasil XP Inc. Tempo inteiro

    About the OpportunityThis role is for experienced professionals who want to work as an Investor at XP Inc. in the Southeast region. We have openings planned for 2024 with various seniorities in the structure. If your profile matches one of these openings, we will contact you to advance the selection process.Job DescriptionAs an Investor on the XP Inc....

  • Financial Advisor | Rio

    2 semanas atrás


    Rio de Janeiro, Brasil XP Inc. Tempo inteiro

    Se identificou com a nossa cultura? Então embarque nesse foguete! >> 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...

  • Financial Advisor | Rio

    2 semanas atrás


    Rio de Janeiro, Brasil XP Tempo inteiro

    Muitos acham que sonhamos grande demais, mas na XP Inc. acreditamos no impossível. 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,...

  • Financial Advisor Program

    4 meses atrás


    Rio de Janeiro, Brasil XP Tempo inteiro

    Muitos acham que sonhamos grande demais, mas na XP Inc. acreditamos no impossível. 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,...

  • Communications Advisor

    4 meses atrás


    Rio de Janeiro, Brasil Pogust Goodhead Tempo inteiro

    **Pogust Goodhead** is a ground-breaking law firm that pursues class actions against the largest companies in the world on behalf of millions of individuals. Founded by Harris Pogust and Tom Goodhead in 2018, Pogust Goodhead is now the leading law firm in the world in its main practice areas and has been described as “the first legal unicorn,” it has...

  • HSE Senior Advisor

    5 meses atrás


    Rio de Janeiro, Brasil RINA Tempo inteiro

    RINA is currently recruiting for a HSE Senior Advisor  to join its office in Rio de Janeiro or Macaé, Brazil  within the RINA Consulting QOHSE Division. Mission A Health, Safety, and Environment (HSE) Senior Advisor typically plays a crucial role in supporting the HSE function within an organization. The role ensures the application of the...


  • Rio de Janeiro, Brasil S&P Global Tempo inteiro

    About the Role: Grade Level (for internal use): 10 The Role: Engineering Customer Advisor The Team: You will be part of the Commodity Insights Client Service team. Our team provides customer support and trainings in the Latin America region for our International Exploration & Production content and Geoscience and Engineering Software products. We help...


  • Rio de Janeiro, Brasil LHR Américas Tempo inteiro

    *At this time, we are only receiving applications from candidates who are currently situated in the Americas. Please make sure your CV is in English only, thank you.Important Notice: By applying through LHR Americas, you ensure that your CV will be manually revised by one of our recruiters. If accepted, we will submit it directly to our client’s...

  • Senior Technical Advisor

    5 meses atrás


    Rio de Janeiro, Brasil Enertis Applus+ Tempo inteiro

    **Enertis Applus+** is a global consulting and engineering firm, leader in the renewable energy and storage solutions sector. We are present in more than 65 countries, and participate in different industry associations. Our experience and know-how guarantees solutions adapted to our clients' challenges and problems. We pursue excellence by ensuring the...


  • Rio de Janeiro, Brasil Xerox Tempo inteiro

    -Purpose: - Added to Job Family Service Delivery - CR in scan/refresh process - The role holder works as part of the service delivery team that is aligned to one or more customers. He/she will have focus on the following: - Delivery of service that meets SLA and delights the customer (KPI: SLA achieved & high customer satisfaction) - Supporting the...


  • Rio de Janeiro, Brasil Xerox Tempo inteiro

    Purpose: • Added to Job Family Service Delivery - CR in scan/refresh process • The role holder works as part of the service delivery team that is aligned to one or more customers. He/she will have focus on the following: • Delivery of service that meets SLA and delights the customer (KPI: SLA achieved & high customer satisfaction) •...

  • Tax Analyst

    5 meses atrás


    Rio de Janeiro, Brasil Petra Group Tempo inteiro

    **Informações da vaga**: Indústria **Mineração** *** Categoria **mining & metals** *** Cidade **Rio de Janeiro** *** Estado/Província **Rio de Janeiro** *** **Brasil** *** CEP/Código postal **20000-000** *** **Descrição da vaga**: - ACOUNTABILITIES- An overriding commitment to health, safety, environmental responsibility and sustainable...

  • Technical Recruiter

    5 meses atrás


    Rio de Janeiro, Brasil VTEX Tempo inteiro

    **ABOUT THE TEAM**: **ABOUT THE ROLE**: - Develop and employ creative and effective sourcing strategies that deliver a diverse and high-performing talent pool; - Build hiring plans and job descriptions to meet increasing hiring needs for tech roles of all levels and domains; **WHO YOU ARE**: - You have a track record of working with complex Engineering...


  • Rio de Janeiro, Brasil LHR Américas Tempo inteiro

    Who are we looking for?Our client is seeking a Business Development Specialist to screen, plan, analyze, and develop a new business venture and executing mergers and acquisitions (M&A), joint ventures and divestments for the company. The Business Development Specialist will evaluate transaction proposals and actively manage the execution of such projects....


  • Rio de Janeiro, Brasil United Nations Tempo inteiro

    Org. Setting and Reporting - The United Nations Human Settlements Programme (UN-Habitat) is the agency for human settlements mandated by the UN General Assembly to promote socially and environmentally sustainable towns and cities. This position is located in the Regional Office for Latin America and the Caribbean (ROLAC). Working at the Regional Office for...


  • Rio de Janeiro, Brasil RINA Tempo inteiro

    Job Responsibilities Collaborate with the corporate legal department at the Head Office to provide legal support and guidance. Work with business units to identify and mitigate risks during proposal and contract review phases. Review, negotiate, and provide feedback on proposed contracts to relevant internal and external stakeholders. Draft...


  • Rio de Janeiro, Brasil RINA Tempo inteiro

    Job Responsibilities Collaborate with the corporate legal department at the Head Office to provide legal support and guidance. Work with business units to identify and mitigate risks during proposal and contract review phases. Review, negotiate, and provide feedback on proposed contracts to relevant internal and external stakeholders. Draft and...

  • Senior Planning Analyst

    2 semanas atrás


    Rio de Janeiro, Brasil Airswift Tempo inteiro

    Airswift is seeking a Senior Planning Analyst to work in a permanent contract in Rio de Janeiro with a major Oil & Gas Company. JOB RESPONSIBILITIES Strong experience in strategic planning Control of shipping schedules and projects Strategic analysis of the operational development of each offshore unit Controls the ship's Planner - ship's actions...


  • Rio de Janeiro, Brasil LHR Américas Tempo inteiro

    Important Notice:By applying through LHR Americas, you are ensuring that your CV will be manually revised by one of our recruiters. If accepted, we will submit it directly to our client’s recruitment team where your CV will be prioritized for revision. If you decide to apply directly through our client’s career site as well, LHR Americas will lose all...


  • Rio de Janeiro, Brasil United Nations Tempo inteiro

    **Job Opening** **Job Opening ID**: 239485 **Job Network** : Management and Administration **Job Family** : Administration **Category and Level** : Professional and Higher Categories, P-4 **Duty Station** : RIO DE JANEIRO **Department/Office** : United Nations Human Settlements Programme **Date Posted** : Aug 12, 2024 **Deadline** : Sep 26,...

  • Business Development Lead

    2 meses atrás


    Rio de Janeiro, Brasil LHR Américas Tempo inteiro

    *At this time, we are only receiving applications from candidates who are currently situated in the Americas. Please make sure your CV is in English only, thank you.Important Notice: By applying through LHR Americas, you are ensuring that your CV will be manually revised by one of our recruiters. If accepted, we will submit it directly to our client’s...