What You'll Do
Act as a financial consultant, providing complete and personalized advisory services. Develop strategies for profitability, protection, and asset diversification. Manage portfolio operations and review financial performance. Ensure client loyalty and deliver a differentiated experience.
What We're Looking For
CEA certification is mandatory and CFP is desirable. A specialization or MBA in finance, capital markets, or asset management is preferred. Experience with high net worth clients or private banking is a plus.
What We Offer
The company offers a variable remuneration structure including PLR and RV. Benefits include medical and dental assistance, food and meal allowances, complementary pension, life insurance, childcare assistance, Gympass or Totalpass, transportation allowance, and wellness programs.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site