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Investment Advisor B2C - Espírito Santo

BTG Pactual

State of Espírito Santo, BrazilRemoteJobNo compensation foundPosted 1w agoVerified open 4 days ago
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At a glance

Compensation
No compensation found
Location
State of Espírito Santo, BrazilRemote
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

CPRO‑R CertificationCPRO‑I CertificationCFP CertificationBachelor's degree

Job overview

BTG Pactual is hiring an Investment Advisor B2C - Espírito Santo. BTG Pactual seeks an Investment Advisor for its B2C team in Espírito Santo, responsible for building long‑term client relationships, prospecting new customers, staying updated on economic trends, explaining investment strategies, and offering a full range of investment and banking products.

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

Important skills include Client Relationship Management, Prospecting New Clients, Economic Market Analysis, Investment Product Knowledge, and Banking Product Knowledge.

Skills & qualifications

RequiredNice to have

Skills

Client Relationship ManagementProspecting New ClientsEconomic Market AnalysisInvestment Product KnowledgeBanking Product Knowledge

Qualifications

Bachelor's in Administration or Economia or Engenharia or FinançAsSolid Experience in High Net‑Worth Investment ManagementCPRO‑R CertificationCPRO‑I CertificationCFP CertificationResidency in Espirito Santo

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;
  • Necessário residir no Espirito Santo;
  • Modelo de trabalho remoto.

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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Investment Advisor B2C - Espírito Santo at BTG Pactual | Olive Jobs