Investment Advisor - Brazil

Castleisland; São Paulo; Presencial; BRL 120 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary and benefits

Stock options

Discretionary performance bonus

Latest tools and technology

World-class team

Resumo da oferta

Castleisland is seeking its first dedicated Investment Advisor in São Paulo, Brazil. You will establish the advisory function, sourcing clients, managing portfolios, and shaping the advisor practices. Your role will involve direct work with the founders and owning a book of business from the start.

The ideal candidate has over 3 years in investment advisory, fluent English, and ANBIMA certifications. The position offers competitive salary, stock options, and a world-class team ready to support your growth.

Qualificações

• 3+ years in investment advisory, private banking, wealth management, or a multi-family office in Brazil.
• Proven ability to source and convert clients on your own.
• Strong analytical skills and comfort building portfolios across multiple asset classes.

Responsabilidades

• Source and onboard advisory clients, drawing from ARQ's existing user base and from your own network.
• Build and manage personalized portfolios across the products ARQ offers.
• Own the full client relationship lifecycle: discovery, onboarding, review, and retention.

Conhecimentos

Investment advisory

Client sourcing

Analytical skills

Fluent English

Formação académica

ANBIMA certifications (CPA-20 minimum, CEA preferred) and/or 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.

Benefits

• 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