Investment Advisor Specialist
2 semanas atrás
At BR50 - JBFO Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda, we are seeking a highly skilled Investment Advisor Specialist to join our team.
Key Responsibilities:
- Provide high-quality, tailor-made investment advice to UHNWI clients and sophisticated wealth management customers across all asset classes and markets.
- Develop and maintain strong knowledge of international financial markets and alternative investments, including hedge funds and private equities.
- Manage and grow a book of advisory direct clients, ensuring ongoing monitoring of advisory portfolios and providing frequent proactive investment ideas.
- Generate and produce investment ideas and solutions for advisory clients within our private client unit.
- Presentation of market views, investment strategy, and investment ideas to relationship managers, clients, and prospects.
- Prepare and participate in client pitches.
Requirements:
- A minimum of 10 years' experience in finance, with a focus on direct client holistic investment advisory.
- Excellent knowledge of macroeconomics and investment strategy.
- Proven expertise in all asset classes.
- Excellent 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 several tasks.
- Flexible, proactive, open-minded attitude, charismatic person with natural seniority and a strong desire to deliver excellence.
- Proficiency in executing all types of client orders under pressure.
- Proficiency in Microsoft Office and finance tools, including Bloomberg and Factset.
We are looking forward to receiving your full job application through our online application tool.
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