Investment Advisor

Jobtailor; Ribeirão Preto; Presencial; BRL 120 000 - 200 000; Tempo integral

Resumo da oferta

Jobtailor in Brazil is seeking a client advisory professional to raise investment assets and strengthen relationships with the existing client base. You will manage and monitor client portfolios and maintain regular contact to recommend the best investments according to each profile.

Responsibilities include acquiring new clients, building relationships with prospects, and understanding financial needs to provide sound investment guidance.

Qualificações

• Ancord AAI certification.
• CEA and/or CFP certification preferred.
• Investment products and financial markets knowledge.
• University degree required.
• Strong prospecting skills.

Responsabilidades

• Raise investment assets and strengthen relationships with the existing client base.
• Manage and monitor client portfolios.
• Maintain regular contact with clients to recommend the best investments according to their profiles and provide an outstanding investment experience.
• Acquire new clients.

Conhecimentos

Prospecting skills

Communication skills

Investment knowledge

Entrepreneurial mindset

Interpersonal skills

Emotional intelligence

Formação académica

University degree

Descrição da oferta de emprego

• Raise investment assets and strengthen relationships with the existing client base
• Manage and monitor client portfolios
• Maintain regular contact with clients to recommend the best investments according to their profiles and provide an outstanding investment experience
• Acquire new clients
• Build relationships with existing and prospective clients
• Understand clients' financial needs and objectives
• Assist clients in making sound financial decisions

Requirements

• Ancord AAI certification
• CEA and/or CFP certification preferred
• Strong prospecting skills
• Excellent communication skills and the ability to build trusted relationships with clients
• Knowledge of financial markets and investment products
• Entrepreneurial mindset
• Interpersonal skills and emotional intelligence
• University degree

Core Competencies

Demonstrates expertise in managing client portfolios and providing tailored investment recommendations while maintaining strong client relationships. Possesses a deep understanding of financial markets and investment products to assist clients in achieving their financial objectives.

Highest-signal resume keywords

• Ancord AAI Certification
• CEA Certification
• CFP Certification
• Strong Prospecting Skills
• Excellent Communication Skills

Hard Skills

• Knowledge of Financial Markets
• Investment Products
• Portfolio Management

Soft Skills

• Interpersonal Skills
• Emotional Intelligence
• Entrepreneurial Mindset

Certifications & Qualifications

• Ancord AAI Certification
• CEA Certification
• CFP Certification

Industry Keywords

• Client Relationship Management
• Investment Experience
• Financial Needs Assessment