Investment Advisor Specialist

1 semana atrás


São Paulo, São Paulo, Brasil BR50 - JBFO Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda Tempo inteiro
Join Our Team as an Investment Advisor Specialist

We are seeking a highly skilled and experienced Investment Advisor Specialist to join our team at Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda. As an Investment Advisor Specialist, you will be responsible for providing high-quality, tailor-made investment advice to our UHNWI clients and sophisticated wealth management customers.

Your Challenge
  • Provide expert investment advice across all asset classes and markets.
  • Develop and implement investment strategies to meet client goals and risk tolerance.
  • Monitor and analyze market trends to identify opportunities and risks.
  • Collaborate with relationship managers and clients to understand their investment objectives and provide tailored solutions.
  • Stay up-to-date with industry developments and best practices to ensure the highest level of service.
Your Profile
  • Minimum 10 years of experience in finance, with a focus on direct client holistic investment advisory.
  • Excellent knowledge of macroeconomics, investment strategy, and all asset classes.
  • Strong written and verbal communication skills in Portuguese and English.
  • Highly motivated team player with strong organization skills, strategic thinking, and a willingness to take ownership of multiple tasks.
  • Flexible, proactive, open-minded attitude, charismatic person with natural seniority and a strong desire to deliver excellence.

We are looking for a talented and experienced professional who is passionate about delivering exceptional client service and building long-term relationships. If you are a motivated and results-driven individual who is looking for a new challenge, we encourage you to apply for this exciting opportunity.



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