Expert Investor Portfolio Builder

1 semana atrás


Ituiutaba, Minas Gerais, Brasil beBeeInvestment Tempo inteiro
Investment Portfolio Manager\

Are you a skilled investment professional looking to grow and succeed in your career? Look no further We are seeking an experienced Investment Portfolio Manager to join our team. In this role, you will be responsible for growing and rentabilizing client portfolios, actively prospecting clients, assessing client profiles and objectives, creating investment allocations, and communicating market updates clearly through meetings, reports, and calls. You will also be expected to comply with regulations and document all activities diligently.

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


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