Ceres Investimentos logo
Ceres Investimentos

A Casa de Investimentos do Agro.

Investment Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

Brazil

Posted

4 days ago

Salary

0

Seniority

Senior

Bachelor DegreePortuguese

Job Description

Investment Advisor

Ceres Investimentos

• Active prospecting and development of new investors; • Building and strengthening relationships with clients of different profiles; • Understanding clients’ financial goals and presenting customized solutions; • Constructing, monitoring, and managing investment portfolios; • Conducting consultative meetings and supporting the investor journey; • Identifying business opportunities and expanding the client base; • Managing CRM, organizing the sales funnel, and tracking performance indicators; • Working closely with clients to ensure excellent service and value creation; • Monitoring the financial market and continuously updating knowledge on products and investment opportunities.

Job Requirements

  • Commercial, consultative profile with a focus on relationship building;
  • Excellent communication skills and the ability to build client connections;
  • Bachelor’s degree completed;
  • Experience in sales, finance, or customer service is a plus;
  • ANCORD certification will be considered a plus;
  • Proactive, results-oriented profile with an interest in building a career in the financial market.

Benefits

  • Opportunity to work across Brazil.

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