Strategic Financial Planner
Há 6 dias
The Planejador Financeiro role is a key position in our organization, responsible for providing high-quality financial planning services to high-net-worth individual clients. This trusted advisor will develop and implement personalized financial plans based on client goal mapping and utilize a resource allocation philosophy focused on long-term capital preservation, independence, and aligned interests.
Key Responsibilities:- Develop tailored financial plans to meet clients' long-term objectives;
- Build and maintain strong relationships with high-net-worth clients;
- Offer strategic and advisory support in investments;
- Identify new business opportunities and expand the client network;
- Ensure exceptional quality of service and high client satisfaction;
- ANCORD, CPA-20, or CEA certification (mandatory); CFP, CGA, or CFA (desirable);
- Advanced knowledge in personal financial planning;
- Complete degree in Administration, Commercial Management, Accounting, or related fields;
- Basic to intermediate knowledge of investments, insurance, consortia, and offshore;
- Proficiency in Excel, CRM, and portfolio tracking systems.
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