Investment Advisor - Brazil

ARQ; São Paulo; Presencial; BRL 120 000 - 160 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Sign-on stock options bonus

Discretionary performance bonus

Latest technology

Resumo da oferta

ARQ, a fast-growing fintech in São Paulo, is seeking its first dedicated Investment Advisor. In this role, you will build the advisory function from the ground up, sourcing clients and managing personalized portfolios while owning client relationships.

The ideal candidate has at least 3 years of experience in investment advisory and is fluent in English. ARQ offers sign-on stock options and discretionary bonuses, fostering a dynamic environment alongside founders and senior leaders.

Qualificações

• 3+ years in investment advisory, private banking, wealth management, or a multi-family office in Brazil.
• Fluent in English to collaborate with international teams.
• Strong analytical skills with portfolio management across multiple asset classes.

Responsabilidades

• Source and onboard advisory clients from existing user base and personal network.
• Build and manage personalized portfolios across ARQ's products.
• Own the full client relationship lifecycle from discovery to retention.
• Bring client insights back to product development.
• Define standards and processes for future advisors.

Conhecimentos

Investment advisory experience

Fluent English

Client sourcing and conversion

Strong analytical skills

Formação académica

ANBIMA certifications (CPA-20 minimum, CEA preferred)

CVM-registered as AAI

Descrição da oferta de emprego

About Us

We're a fast-growing fintech on a mission to redefine how Latin America manages its finances and this is your opportunity to be a crucial part of that transformation. Join a team of top talent from the world's leading fintech and tech companies, and help build a cross-border financial system that's modern, accessible, and built to scale.

Who we're looking for

This is ARQ's first dedicated Investment Advisor in Brazil. You'll build our advisory function from the ground up – sourcing clients, constructing portfolios, owning relationships, and writing the playbook every advisor we hire after you will follow. You'll sit inside the Wealth team, work directly with the founders, and own a book of business from day one.

What you'll do

• Source and onboard advisory clients, drawing from ARQ's existing user base and from your own network and outbound efforts
• Build and manage personalized portfolios across the products ARQ offers
• Own the full client relationship lifecycle: discovery, onboarding, review, and retention
• Bring insights from clients back to product to shape what ARQ builds next
• Define what "an ARQ advisor" looks like – your standards, processes, and tooling become the template for every advisor we hire after you

What you'll need to succeed

• 3+ years in investment advisory, private banking, wealth management, or a multi-family office in Brazil
• Fluent English – you'll work day-to-day with a team that operates across markets
• Proven ability to source and convert clients on your own
• Strong analytical skills and comfort building portfolios across multiple asset classes.
• ANBIMA certifications (CPA-20 minimum, CEA preferred) and/or CVM-registered as AAI
• The mindset of an owner: hungry, entrepreneurial, comfortable with ambiguity, and ready to build a business inside a business.

Why join us

• Sign-on stock options bonus, so you become part of the success of the company
• Discretionary performance bonus (stock options)
• Latest technology to work with
• Be part of our growing São Paulo hub, working alongside founders and senior leaders
• A world-class team where you'll learn fast and grow even faster.