Strategic Sales Professional

Há 4 dias

Curitiba, Paraná, Brasil beBeeInvestment Tempo inteiro R$100.000 - R$500.000
Investment Advisor

We are seeking experienced sales professionals to assume key roles within our organization.

Main Responsibilities:
  • Client Acquisition: Identify and engage high-net-worth (HNW) clients across multiple regions, cultivating strong relationships and delivering tailored investment solutions.
  • Collaborative Engagement: Work closely with senior hedge fund managers to refine strategies and proposals for prospective clients, ensuring seamless communication and collaboration.
  • Relationship Building: Partner with regional leaders to expand our global footprint, fostering strategic partnerships and promoting our brand.
  • Client Management: Maintain accurate and up-to-date Know Your Customer (KYC) documentation for each account, adhering to relevant regulations and industry standards.
  • Market Awareness: Stay informed about global economic trends, market fluctuations, and regulatory requirements, providing expert advice and guidance to our clients.

As a valued member of our team, you will be responsible for:

Client Acquisition Strategy

Develop and execute targeted strategies to identify and pursue high-net-worth individuals and families who require sophisticated investment solutions.

Collaborative Partnership Development

Establish and maintain strong relationships with our experienced hedge fund managers, working together to develop tailored investment strategies that meet the unique needs of our clients.

Global Expansion

Promote our brand and services through strategic partnerships with regional leaders and other industry professionals, driving growth and expansion in key markets.

Compliance and Risk Management

Maintain accurate and up-to-date KYC documentation for each client, ensuring compliance with relevant regulations and minimizing risk.

Market Insights and Expertise

Stay current on global economic trends, market fluctuations, and regulatory requirements, providing expert advice and guidance to our clients and informing our investment strategies.

We are committed to delivering exceptional financial solutions to our clients. If you have a passion for sales, finance, and relationship-building, we encourage you to apply.

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