Braúna Investimentos
51 - 200 employees
Founded 2015
💸 Finance
👥 B2C
🤝 B2B
Finance • B2C • B2B
Braúna Investimentos is a Brazilian investment advisory firm (assessoria de investimentos) founded in 2015 and registered with the CVM. It provides tailored investment advice and distribution of financial products through a partnership with XP Investimentos, serving both individual (retail and private/high‑net‑worth) and corporate clients. Product offerings include equities, real estate funds (FIIs), investment funds, fixed income, and COE, and the firm emphasizes personalized advisory, multiple specialist desks (equities, fixed income, funds), and a nationwide office presence.
Planejador Financeiro
🕒 January 27
🗣️🇧🇷🇵🇹 Portuguese Required
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Braúna Investimentos
51 - 200 employees
Founded 2015
💸 Finance
👥 B2C
🤝 B2B
Finance • B2C • B2B
Braúna Investimentos is a Brazilian investment advisory firm (assessoria de investimentos) founded in 2015 and registered with the CVM. It provides tailored investment advice and distribution of financial products through a partnership with XP Investimentos, serving both individual (retail and private/high‑net‑worth) and corporate clients. Product offerings include equities, real estate funds (FIIs), investment funds, fixed income, and COE, and the firm emphasizes personalized advisory, multiple specialist desks (equities, fixed income, funds), and a nationwide office presence.
📋 Description
• Realizar prospecção de clientes; • Realizar a gestão da carteira de clientes; • Elaboração e desenvolvimento de estratégias financeiras adequadas ao perfil e objetivos dos clientes; • Apresentação de planejamento financeiro; • Acompanhamento dos clientes ao longo de seu planejamento financeiro para uma implementação eficaz do plano de ação;
🎯 Requirements
• Experiência/Certificações do mercado financeiro (CPA-10 / CPA-20 / CEA / CFP) • Experiência na área comercial • Gostar de desafios
🏖️ Benefits
• Bonificação • Horário flexível • Plano de carreira • Metodologia de Treinamento • Programa de incentivo Financeiro • Possibilidade de acesso ao Total Pass • Modelo de Sociedade
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