Consultor de Investimentos - Builder

📋 Description

• Conduct strategic meetings with qualified leads on a daily basis, understanding their financial
• Diagnose investor profiles and present appropriate allocation directions using clear, accessible
• Convert qualified opportunities into active clients and build a sustainable, high-value investment
• Deliver an excellent first-contact and onboarding experience, establishing trust from the beginning
• Maintain close, consultative relationships with clients and identify opportunities to expand and
• Record and monitor client interactions, opportunities, and follow-ups through the CRM.

🎯 Requirements

• Bachelor's degree in Administration, Economics, Accounting, Engineering, or a related field.
• Previous experience working with investor clients, financial products, investment advisory, or a
• Proven track record in sales, prospecting, client acquisition, conversion, or building and
• Experience as an Investment Advisor or Investment Consultant is required.
• CEA or CFP certification is mandatory.
• Strong understanding of capital markets, particularly equities, real estate investment funds, fixed

🎁 Benefits

• Variable compensation through Success Fee.
• Annual bonus.
• Medical benefits.
• Dental insurance.
• Life insurance.
• Partnerships with Wellhub/TotalPass and Zenklub.