Investment Advisor – Brazil

Arqfinance; São Paulo; Presencial; BRL 60 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Stock options

Discretionary performance bonus

Latest tools and technology

World-class team

Office policy: 3-4 days a week in-office

Resumo da oferta

Arqfinance is looking for an experienced Investment Advisor to establish the advisory function in Brazil. This unique role allows you to source clients and build portfolios while defining the standards for future advisors.

You will work directly with the Wealth team, aiding in building personalized financial strategies and managing client relationships from onboarding to retention. This position demands a proactive mindset and experience in investment management, with fluent English as a requirement.

Enjoy a competitive salary and benefits, including stock options and the opportunity to be part of a high-impact financial revolution.

Qualificações

• 3+ years in investment advisory, private banking, or wealth management in Brazil.
• Proven ability to source and convert clients independently.
• Strong analytical skills in building diversified portfolios.

Responsabilidades

• Source and onboard advisory clients from existing and new networks.
• Build and manage personalized portfolios for clients.
• Own the client relationship lifecycle from discovery to retention.
• Provide insights to product teams based on client feedback.
• Define standards and processes for the advisory role.

Conhecimentos

Investment advisory experience

Client sourcing

Analytical skills

Fluent English

Formação académica

ANBIMA certifications (CPA-20 minimum, CEA preferred)

Descrição da oferta de emprego

We are building the financial system for the next century. One where control sits in the hands of customers — not banks. Where money moves on rails that are faster, smarter, and radically more efficient. Where wealth management tools help you grow your savings for decades — and build generational wealth. Where fewer intermediaries mean more value stays where it belongs: in our customers’ pockets.

We operate with long-term ambition and absolute conviction. We are not here to iterate on the past — we are here to redesign it. This is a defining moment to join us.

We are building what we believe will become one of the most important financial institutions in the world. That requires exceptional talent, relentless standards, and people who care deeply about the work. At ARQ, we are turning the financial system upside down — starting in the Americas. We are nimble, but ambitious. We move fast, learn fast, and innovate relentlessly. Technology is our greatest ally, and execution is our edge. We build as a team. We think long term. We aim for world-class in everything we do. If you are exceptional at what you do — and ready to help redefine finance — we’d love to meet you.Are you ready to build what comes next?

About the team

We believe that small teams with the best talent outcompete massive companies with mediocre capabilities. That's why we have gathered a set of people who have done it before at iconic companies like Revolut, Uber, Amazon, Block and UBS: we owned some of the most loved and profitable products, delivered top-notch transaction processing platforms, created beautiful mobile applications - and helped them become profitable companies that changed the lives of millions of people.

In our quest to reshape the global financial system we have raised tens of millions of dollars from leading investors like Sequoia Capital, Founders Fund, Brevan Howard Digital, Y Combinator and Kaszek Ventures.

Location

Employment Type

Full time

Location Type

Hybrid

Department

Strategy & Operations

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.

Competitive salary and benefits

Stock options, so you own part of what you build

Discretionary performance bonus

The latest tools and technology

A world-class team that will challenge and grow your skills

The opportunity to help build the best fintech app in Latin America

Office Policy: 3-4 days a week in-office