Pessoa Assessora de Investimentos Sênior | Alta Renda High | Campinas
On-siteCampinas, São Paulo, Brazil
Campinas, São Paulo, BrazilOn-siteFull TimeSenior LevelFinanceStartup
Full TimeSenior LevelStartupFinance
Job Summary
Manage a high-net-worth client portfolio by identifying investment opportunities and anticipating needs within the Campinas Hub. Conduct continuous market analysis to provide economic scenario-based guidance for existing clients. Cultivate relationships to increase investment volume and drive net acquisition while presenting tailored financial products. Maintain active CFP certification and a commercial profile with strong communication skills. Requires full-time on-site presence in Campinas.
Required Qualifications
- Graduação em Economia, Administração, Contabilidade, Engenharia ou áreas Correlatas
- Certificação CFP ativa
- Experiência consolidada com clientes Alta Renda (Private)
- Perfil comercial com forte habilidade de comunicação
- Disponibilidade para atuar 100% presencial em nosso Hub de Campinas
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