High Net Worth Investment Advisor

Há 7 dias

Belo Horizonte, Minas Gerais, Brasil beBeeInvestment Tempo inteiro R$1.000.000 - R$1.500.000
Investment Advisor for High-Net-Worth Clients

Job Summary:

As an Investment Advisor for High-Net-Worth Clients, you will be responsible for advising client portfolios, generating new business, and prospecting new investments.

Main Responsibilities:

  • Advising wealth management client portfolios to generate new business and prospect new investments.
  • Providing customer service via digital channels to attract resources and meet institutional goals.
  • Conducting active commercial routines, offering investment advice, and supporting clients in product decisions through our platform.
  • Maintaining updated CRM data for effective communication and goal achievement.
  • Ensuring compliance with legislation, policies, and safeguarding institutional assets.
  • Upholding ethical standards in relationships with suppliers and external entities.
  • Maintaining confidentiality of process-related information.

What We Offer:

  • Competitive remuneration package.
  • Health insurance.
  • Dental insurance.
  • Meal vouchers.
  • Transport vouchers.
  • Additional benefits like Duo Gourmet and Wellhub.

Requirements:

  • Complete higher education.
  • At least 1 year experience in high-net-worth client service.
  • CPA20 certification is mandatory; CEA is a plus.
  • Proficiency in Microsoft Office.
  • Experience with Salesforce is a plus.
  • Previous experience in investment brokerage is advantageous.

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