Financial Advisor

2 semanas atrás


Brasília, Distrito Federal, Brasil BLUEMETRIX Asset Tempo inteiro R$60.000 - R$120.000 por ano

Vaga presencial em Brasília

A Bluemetrix Asset é uma gestora de investimentos independente com atuação no Brasil e no exterior. Somos especializados em
carteiras administradas
e
soluções patrimoniais personalizadas
,
combinando segurança, desempenho e transparência.

Como gestora
independente

, atuamos sem conflito de interesses e com total foco no cliente. Somos credenciados às maiores corretoras do Brasil e do exterior, o que nos permite montar portfólios diversificados e alinhados às necessidades de cada investidor.

Estamos em busca de um(a)
Financial Advisor

que queira crescer conosco, construindo relacionamentos duradouros e estratégicos com nossos clientes.

Se você tem um bom networking, habilidades de negociação e interesse em fazer carreira no mercado financeiro, essa pode ser a sua oportunidade

Suas responsabilidades

  • Prospectar clientes e desenvolver relacionamento de longo prazo;
  • Realizar reuniões comerciais para diagnóstico financeiro e apresentação das soluções Bluemetrix;
  • Conduzir o processo de onboarding do cliente com o time técnico (gestores e especialistas);
  • Acompanhar cenários econômicos e estratégias de investimento junto à equipe de gestão.

Pré requisitos

  • Disponibilidade para atuação presencial em Brasília;
  • Excelente comunicação e perfil comercial.

Desejável

  • Experiência com vendas;
  • Já possuir carteira de clientes;
  • Experiência em instituições financeiras;
  • Conhecimentos sobre produtos financeiros;
  • Noções básicas de macroeconomia e atualidades.
  • Possuir certificação Anbima ativa (CPA 10, CPA 20 e/ou CEA);

Vantagens

  • Programa de partnership incentivado + bônus;
  • Remuneração recorrente;
  • Comissionamento sobre comercialização de outros produtos financeiros como complementação de renda;
  • Acesso aos produtos exclusivos da Bluemetrix;
  • Ambiente com alta autonomia e espaço para crescimento.

Candidate-se e venha construir com a gente


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