
Financial Expert
Há 2 dias
About Our Financial Expert
The role of a Financial Expert is a full-time, autonomous position based in Porto Alegre within the areas of Accountancy, Finance, and Economy.
Key Responsibilities:
- Establish and maintain professional relationships with clients in banks, brokerages, and similar institutions focusing on high-income clients.
- Provide consultative services to clients, identify new business opportunities, and develop client portfolios.
Qualifications and Skills:
- Ongoing or completed higher education.
- Previous experience in the financial market is advantageous.
- Certification from ANCORD is desirable but not mandatory for employment.
Desired Traits:
- Excellent communication skills.
- Client-focused approach.
- Results-driven attitude.
- Collaborative team player.
- Proactive mindset.
- Continuous learning commitment.
Benefits Package:
- Performance-based bonuses.
- Full-time work schedule.
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