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Strategic Wealth Manager
Há 1 mês
Company Overview
Menestys Asset Management is a boutique wealth management firm located in São Paulo, Brazil. With over R$ 500 million under its management, the company aims to reach R$ 1.3 billion by the end of 2024.
Job Description
This is a full-time on-site position for a Strategic Wealth Manager at Menestys Asset Management in São Paulo, Brazil. The ideal candidate will be responsible for providing financial guidance and investment recommendations to clients. They will analyze financial information, assess clients' financial goals, and help them make informed decisions about their finances.
Main Responsibilities:
- Active prospecting and management of client portfolios, focusing on identifying opportunities and offering appropriate investment solutions;
- Management and relationship with client portfolios (individuals, mainly high-income individuals);
- Support to clients regarding financial planning and investment allocation;
- Establish and maintain solid relationships with clients, ensuring their satisfaction and loyalty;
- Monitoring and control of KPIs;
Requirements
We are seeking an experienced professional with:
- Experience in financial products of various natures (variable income, fixed income, funds, insurance, pension plans, among others), investment instruments, and financial regulations;
- Experience as an advisor in banks and offices, etc.;
- Strong analytical skills and attention to detail;
- Knowledge of Macroeconomics;
- Effective communication and interpersonal abilities;
- Certification or degree in finance, accounting, economics, or a related field;
- Postgraduate degree in finance (differential);
- Ancord Certificate (differential);
- Experience in financial planning, wealth management, or a similar role;
Compensation Package
We offer a competitive salary of approximately R$ 120,000 - 180,000 per year, depending on experience and qualifications, plus benefits that include a hybrid work model and opportunities for professional growth and development.
