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Investment Advisor B2C - São Paulo

BTG Pactual

São Paulo, State of São Paulo, BrazilJobNo compensation foundPosted 1w agoVerified open 3 days ago
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At a glance

Compensation
No compensation found
Location
São Paulo, State of São Paulo, Brazil
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

CPRO-R; CPRO-I Or CFPBachelor's degree

Job overview

BTG Pactual is hiring an Investment Advisor B2C - São Paulo. The role joins BTG Pactual’s B2C investment advisory team in São Paulo, building long‑term client relationships, prospecting new customers, staying updated on economic trends, explaining market strategies, and offering a full suite of investment and banking products.

Key focus areas include Build and maintain long‑term relationships with a client portfolio, Actively prospect new clients, and Continuously update knowledge of local and global economic conditions.

Important skills include Relationship Management, Prospecting New Clients, Economic Analysis, Investment Product Knowledge, and Client Advisory 360°.

Skills & qualifications

RequiredNice to have

Skills

Relationship ManagementProspecting New ClientsEconomic AnalysisInvestment Product KnowledgeClient Advisory 360°

Qualifications

Bachelor's in Administration or Economics or Engineering or FinanceCPRO-R; CPRO-I or CFP100% Presencial Availability

Full job description

Faça parte do time de Assessores de Investimentos do B2C no BTG Pactual.

No seu dia a dia:

  • Construir e manter relacionamento de longo prazo com uma carteira de clientes;
  • Buscar e prospectar ativamente novos clientes;
  • Atualização constante sobre o cenário econômico local e global;
  • Entender as estratégias dos gestores e mercado e explicá-las aos clientes;
  • Responsável pela oferta de produtos de investimentos e bancários, realizando atendimento 360°.

Esperamos de você:

  • Formação completa, preferencialmente em Administração, Economia, Engenharia ou Finanças;
  • Sólida experiência com gestão de investimentos e clientes alta renda;
  • Conhecimento em produtos bancários diversos;
  • Certificações CPRO-R; CPRO-I e/ou CFP;
  • Disponibilidade para trabalhar 100% presencial na Av. Faria Lima.

Benefícios:

  • Participação nos Lucros e Resultados (PLR);
  • Auxílio Alimentação e Refeição;
  • Plano Médico;
  • Plano Odontológico;
  • Auxílio Creche/Babá;
  • Vale Transporte;
  • WellHub;
  • TotalPass;
  • Programa de Apoio Pessoal (EAP);
  • Planos por adesão como Previdência Privada e Seguro de Vida;
  • Desconto em Farmácia;
  • Programa de Nutrição;
  • Programa de Gestantes;
  • Licença Maternidade e Paternidade Estendida – empresa Cidadã.

You've read the whole posting — now see how you match it.

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