[talent Pool] Wealth Management - Belo Horizonte, Mg

Inter Arch Jobs LLC

Belo Horizonte, Brazil
On-site
Personalized financial consulting
Investment strategies
Client relationship management
You will be part of our Wealth Management team, responsible for advising a portfolio of high-income clients (ticket from R$ 500k)

Job Summary

  • You will be part of our Wealth Management team, responsible for advising a portfolio of high-income clients (ticket from R$ 500k).
  • Your mission will be to offer personalized financial consulting, develop investment strategies suitable for the investor's profile, and contribute to the sustainable growth of assets under management.
  • Benefits include meal and meal vouchers, health and dental plans, life insurance, transportation vouchers, and internal training and development programs.

Matching Summary

You will be part of our Wealth Management team, responsible for advising a portfolio of high-income clients (ticket from R$ 500k).

Skills & Requirements

Must-have

  • Personalized financial consulting
  • Investment strategies
  • Client relationship management
  • Macroeconomic analysis
  • Active commercial routine
  • CRM system maintenance

Nice-to-have

  • Intelligent way to invest
  • Constantly evolving super team
  • Digital banking solutions
  • Sustainable asset growth

Key Requirements

  • Completed graduation
  • CEA certification
  • Experience with high-income clients
  • Proficiency in Office Suite
  • Solid knowledge of the financial market
  • Excellent communication and interpersonal skills
  • Analytical and strategic vision
  • Focus on results and goal achievement

Work Rights

Not specified

Tailored Resume

Cover Letter