Gerente de Captação/RI Asset
On-siteSão Paulo, São Paulo, Brazil
Job Summary
Lead resource acquisition initiatives with single and multi-family offices and institutional investors, developing strategies to attract new clients and expand the managed portfolio. Manage net acquisition metrics, asset retention, conversion rates, and team productivity while establishing close relationships with clients, advisors, platforms, and stakeholders. Monitor market trends, competitive movements, and growth opportunities to drive expansion. Requires a full degree in Administration, Economics, Engineering, Finance, or related fields, with established experience in financial markets, resource acquisition, and commercial team management. Based in São Paulo at Av. Brig. Faria Lima, this role supports Genial Investimentos's mission to democratize financial access for millions of clients through a comprehensive investment and banking portfolio.
Required Qualifications
- Ensino superior completo em Administração, Economia, Engenharia, Finanças ou áreas correlatas
- Experiência consolidada no mercado financeiro, especialmente em captação de recursos, gestão comercial ou relacionamento com investidores
- Vivência na gestão de equipes e desenvolvimento de estratégias comerciais
- Conhecimento de produtos de investimento, alocação de ativos e dinâmica do mercado financeiro
Desired Qualifications
- Certificações como CPA-20, CEA, CFP®, Ancord ou equivalentes serão consideradas diferenciais
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