What You'll Do
Analyze portfolios of Private clients. Build allocation recommendations aligned with clients' profiles and wealth objectives. Present structured products, exclusive assets, and Club Deal opportunities. Support advisors in meetings with strategic clients and disseminate technical knowledge about investments to offices.
What We're Looking For
Strong knowledge in investment allocation. Experience with high-net-worth clients. Knowledge of structured products, variable income, private credit, and alternative assets. Analytical and consultative profile. Experience in Asset Management, Wealth Management, or Investment Advisory is a plus.
What We Offer
The position is CLT. The work model is flexible, varying by function, with a preference for in-person interactions to enhance workplace relationships.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
Hybrid