What You'll Do
Suggest investment solutions based on each client's investor profile. Ensure quality and satisfaction in client investment services. Prospect new clients and retain investments through consultative sales. Diversify clients' investment portfolios to meet their needs.
What We're Looking For
Bachelor's degree completed or in progress. Proficiency in Office Suite. CEA certification preferred; CPA-20 accepted with a commitment to obtain CEA. Previous experience in the financial market is required.
What We Offer
Variable remuneration structure including PLR and RV. Medical assistance, meal and food allowances, childcare assistance, Gympass, and transportation allowance are provided.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site