Wealth Management Advisor Iii - Hunter (são Paulo, Sp)

Inter Arch Jobs LLC

São Paulo, SP, Brazil
Not specified; benefits: meal vouchers, health/den...
On-site
Active prospecting (hunting)
Qualifying high-income leads
Salesforce crm proficiency
The primary mission is to identify, qualify, and convert new high-income clients with assets starting from R$ 500k

Job Summary

  • The primary mission is to identify, qualify, and convert new high-income clients with assets starting from R$ 500k.
  • This role focuses exclusively on the top of the funnel through active hunting rather than managing existing portfolios.
  • Candidates will utilize Salesforce to maintain an impeccable pipeline and ensure a seamless transition of qualified leads to specialist bankers.

Matching Summary

The primary mission is to identify, qualify, and convert new high-income clients with assets starting from R$ 500k.

Salary

Not specified; Benefits: Meal vouchers, health/dental insurance, life insurance, transport allowance, parental leave, childcare support, Wellhub membership, SuperApp advantages

Skills & Requirements

Must-have

  • Active prospecting (Hunting)
  • Qualifying high-income leads
  • Salesforce CRM proficiency
  • Client hand-off to bankers
  • High volume outreach execution

Nice-to-have

  • Certified Financial Planner (CFP) certification
  • Experience with investment brokerages
  • Segmented prospecting model experience
  • Strong trust-building communication skills

Key Requirements

  • CPA-20 certification required
  • Proven Hunter/SDR/BDR experience in finance
  • Full university degree required
  • Experience prospecting clients with R$ 500k+ ticket size

Work Rights

Not specified

Tailored Resume

Cover Letter