Investment Advisor

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Ceres Investimentos

WebsiteLinkedInAll Job Openings

11 - 50 employees

Grupo especializado em soluções financeiras estruturadas e ativos de alta rentabilidade lastreados no Agronegócio, unindo a experiência no financeiro com a vivência no Agro e a inteligência de mercado. Assim, cria produtos sob medida para investidores que buscam independência, robustez e consistência nas oportunidades do setor. Conta com uma estrutura própria e completa para emissão de CRA, um braço comercial para trabalhar as soluções financeiras junto às agroempresas e uma gestora de fundos de investimentos.

📋 Description

• Active prospecting and development of new investors; • Building and strengthening relationships with clients of different profiles; • Understanding clients’ financial goals and presenting customized solutions; • Constructing, monitoring, and managing investment portfolios; • Conducting consultative meetings and supporting the investor journey; • Identifying business opportunities and expanding the client base; • Managing CRM, organizing the sales funnel, and tracking performance indicators; • Working closely with clients to ensure excellent service and value creation; • Monitoring the financial market and continuously updating knowledge on products and investment opportunities.

🎯 Requirements

• Commercial, consultative profile with a focus on relationship building; • Excellent communication skills and the ability to build client connections; • Bachelor’s degree completed; • Experience in sales, finance, or customer service is a plus; • ANCORD certification will be considered a plus; • Proactive, results-oriented profile with an interest in building a career in the financial market.

🏖️ Benefits

• Opportunity to work across Brazil.