Personal Financial Strategist

Há 2 dias

Cuiabá, Mato Grosso, Brasil beBeeFinancial Tempo inteiro R$80.000 - R$120.000

Seek a professional to act as a trusted financial advisor for high-net-worth individual clients.

Develop personalized financial planning strategies based on client goal mapping and implement resource allocation philosophies focused on long-term capital preservation, independence, and aligned interests.

Key Responsibilities
  • Create and implement tailored financial plans to meet clients' long-term objectives;
  • Establish and maintain relationships with high-net-worth clients;
  • Provide strategic support in investments;
  • Identify and serve new clients;
  • Proactively discover new business opportunities and expand the client network;
  • Ensure exceptional service quality and high client satisfaction ratings;
  • Lead and collaborate with the team to deliver outstanding client experiences.
Required Skills and Qualifications
  • Hold ANCORD, CPA-20, or CEA certification (mandatory); CFP, CGA, or CFA (desirable);
  • Have advanced knowledge in personal financial planning;
  • Possess a complete degree in Administration, Commercial Management, Accounting, or related fields;
  • Demonstrate basic to intermediate knowledge of investments, insurance, consortia, and offshore;
  • Proficient in Excel, CRM, and portfolio tracking systems.

Referrals can significantly increase your chances of being selected for an interview.

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