Strategic Finance Advisor

1 semana atrás

Cuiabá, Mato Grosso, Brasil beBeeFinancial Tempo inteiro

As a finance strategist, you will play a pivotal role in advising high-net-worth individual clients on personalized financial planning tailored to their goals. With a focus on long-term capital preservation and independence, you will implement resource allocation philosophies that align with your clients' interests.

Key Responsibilities
  • Develop comprehensive financial plans to meet clients' long-term objectives;
  • Establish and maintain relationships with high-net-worth clients;
  • Provide strategic support in investments, ensuring alignment with clients' goals;
  • Identify new business opportunities and expand the client network proactively;
  • Ensure exceptional service quality and high Net Promoter Score (NPS) ratings;
Requirements
  • Advanced degree in Administration, Commercial Management, Accounting, or related fields;
  • ANCORD, CPA-20, or CEA certification is mandatory; CFP, CGA, or CFA certification is desirable;
  • Proficiency in Excel, CRM, and portfolio tracking systems is essential;

Referrals significantly enhance your chances of interviewing for this position.

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