Advisor

Accountabilities

• • Build and maintain strong relationships with investor clients, understanding their financial objectives, profiles, and needs.
  • Provide consultative service and recommend financial and investment solutions aligned with individual client goals.
  • Prospect for new clients and develop opportunities to expand the client portfolio.
  • Manage and nurture an existing client base, strengthening long-term relationships and identifying opportunities for additional solutions.
  • Present and promote investment products and financial solutions in a clear, consultative manner.
  • Independently organize daily activities, prioritizing client relationships, prospecting, follow-ups, and portfolio management.
  • Maintain a proactive approach to business development, networking, and professional growth.
  • Stay engaged with developments in financial markets and, where relevant, expand knowledge of digital assets and emerging investment opportunities.

  Requirements

  • Previous experience in the financial sector, ideally involving financial products, investments, banking, insurance, or related services.
  • Experience with consultative sales and client relationship management, particularly in environments where understanding client needs is essential.
  • Strong interpersonal and communication skills, with the ability to interact professionally with clients and executives.
  • Proactive, resilient, organized, and self-motivated profile, capable of managing activities independently.
  • Ability to manage time effectively and take ownership of a client portfolio and business-development activities.
  • A customer-focused and results-oriented mindset, with strong relationship-building capabilities.
  • Existing client portfolio or established network is a strong advantage, although candidates who can develop their own portfolio are also encouraged to apply.
  • Genuine interest in financial markets, investments, and continuous professional learning.
  • Interest in learning about digital assets is considered a plus.
  • Comfortable working in a flexible environment where performance, autonomy, and relationship development are important.

  Benefits

  • Remote work from anywhere in Brazil.
  • Flexible work model that can allow you to reconcile this opportunity with other professional commitments.
  • High degree of autonomy in managing your schedule and professional activities.
  • Performance-based earning potential.
  • Practical exposure to the financial and investment market.
  • Direct interaction with clients and executives.
  • Opportunities to build and expand a professional client portfolio.
  • Professional development through practical market experience.
  • Environment that encourages learning, certifications, and performance.
  • Opportunities for professional growth and career evolution.