Banco De Talentos | Assessor Invest

Santander Arena

Base: not specified; bonus/equity: remuneração var...
Investment advisory for clients
Client portfolio diversification
Prospecting and retaining investors
The role involves providing personalized investment advisory services tailored to each client's investor profile, goals, and life stage

Job Summary

  • The role involves providing personalized investment advisory services tailored to each client's investor profile, goals, and life stage.
  • The position requires prospecting new investors, retaining current clients, and diversifying their investment portfolios through consultative sales.
  • Benefits include variable remuneration (PLR + RV), medical assistance, meal and transportation allowances, childcare support, and wellness programs.

Matching Summary

The role involves providing personalized investment advisory services tailored to each client's investor profile, goals, and life stage.

Salary

Base: Not specified; Bonus/Equity: Remuneração Variável (PLR + RV); Benefits: Assistência Médica, Auxílio Alimentação e Refeição, Auxílio Creche/Babá, Wellhub, Vale Transporte

Skills & Requirements

Must-have

  • Investment advisory for clients
  • Client portfolio diversification
  • Prospecting and retaining investors
  • In-person client visits and events
  • Knowledge of banking and investment products
  • Mobility for client visits

Nice-to-have

  • Teamwork and collaboration
  • Customer-focused mindset
  • Adaptability to change
  • Open communication culture
  • Proactive and fast action

Key Requirements

  • CEA certification required (CPA-20 acceptable temporarily)
  • Completed undergraduate degree
  • Experience with investments
  • Proficiency in Microsoft Office

Work Rights

Not specified

Tailored Resume

Cover Letter