Investment Advisor

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🕒 June 19

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AUVP

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

Finance • Wealth • Fintech

AUVP is a Brazilian investment advisory and wealth management firm that offers financial consulting, portfolio management, and educational products. The company provides onshore and offshore investment access, crypto and international accounts, credit and foreign exchange services, and client-focused features like cashback on investments and branded credit cards. Headquartered in Goiás, AUVP emphasizes transparent fees, conflict-free advice, and a platform-based approach to preserve and grow clients' assets.

📋 Description

• Build and manage direct relationships with individual and corporate clients, including prospecting, account opening and account maintenance within AUVP Capital’s client base • Thoroughly understand each client's profile, objectives and financial situation to offer appropriate solutions aligned with the client's interests and regulatory requirements • Execute allocations, reallocations and investment transactions under commission-based and fee-based compensation models, according to client profile and needs • Develop and maintain long-term relationships with a focus on trust, repeat business and preservation of wealth • Work integrally within the AUVP ecosystem, identifying legitimate opportunities for complementary solutions (insurance, foreign exchange, credit, agribusiness and corporate services), always acting ethically, transparently and in the client’s best interest • Strictly follow internal compliance guidelines, ethical conduct and institutional positioning, safeguarding AUVP’s image, reputation and credibility • Actively participate in the internal development track (technical, commercial and behavioral training) • Contribute to building a solid client base with a long-term perspective and sustainable growth for the operation

🎯 Requirements

• ANCORD certification (active and registered, or in an advanced process as required) • Experience in the financial market (preferably in advisory/AAI or a commercial role linked to investments) • Strong commercial skills: relationship building, negotiation, trust development and responsible deal closing • Clear verbal and written communication, with the ability to explain products honestly and didactically • Ethical profile and adherence to processes: respect for internal guidelines, hierarchy and institutional positioning • Consultative approach and professional maturity appropriate for serving mid- and high-net-worth clients • Openness to continuous learning and professional development within the company’s training track • Proficiency with Microsoft Office, especially Excel (advantage) • Ability to work in multidisciplinary teams and in fast-changing environments (advantage) • CEA certification (advantage)

🏖️ Benefits

• Compensation aligned with commission-based and fee-based models, with a long-term perspective • AUVP benefits (details provided during the selection process) and access to our learning platforms and products within the ecosystem