Investment Advisor

Job not on LinkedIn

🕒 May 4

🗣️🇧🇷🇵🇹 Portuguese Required

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Relou RH

Relou RH

1 - 10 employees

Founded 2023

Olá! Meu nome é Rebeca Louise e eu atuo de forma estratégica em todos os subsistemas de RH. Meu foco é auxiliar você empresário a gerir pessoas de forma estratégica, valorizando lucro e bem estar simultaneamente.

📋 Description

• Prospecting and developing a client portfolio • Raising funds and building long-term relationships • Strategic investment advisory on fixed-income and equity products • Monitoring clients' portfolio performance • Consultative approach focused on creating value • Meeting fundraising and growth targets

🎯 Requirements

• Active ANCORD certification required • Previous experience in the financial market or in consultative sales • Highly results-oriented profile • Strong relationship-building skills and ability to establish trust • Long-term mindset with a focus on building client wealth

Apply Now

Similar Jobs

🕒 April 24

RHF Talentos

11 - 50

🎯 Recruiter

🤝 B2B

📚 Education

Organized financial assistant managing operational financial tasks for multiple clients. Responsible for accounts payable/receivable, bank reconciliations, and client relations.

🗣️🇧🇷🇵🇹 Portuguese Required

🕒 April 20

Join Creative Tech

51 - 200

☁️ SaaS

📋 Compliance

Admin Finance Analyst supporting financial routines and administrative operations at Join company. Collaborating with teams to maintain process controls and financial reporting.

🗣️🇧🇷🇵🇹 Portuguese Required

🕒 April 10

Adecco

10,000+ employees

🎯 Recruiter

🤝 B2B

Financial Analyst role focusing on fiscal obligations and team support in Brazil. Involves daily consultations with tax authorities and regulatory compliance efforts.

🗣️🇧🇷🇵🇹 Portuguese Required

🕒 April 6

AUVP

201 - 500

💸 Finance

💳 Fintech

Financial Planner focusing on client financial journey, investment planning, and protection strategies at AUVP Capital. Seeking to accelerate finance careers with a consultative approach.

🗣️🇧🇷🇵🇹 Portuguese Required

🕒 April 2

TOPMIND

501 - 1000

🤖 Artificial Intelligence

🤝 B2B

🏢 Enterprise

Senior SAP FI Consultant responsible for leading the design and implementation of SAP FI solutions. Working on strategic projects remotely for a tech-driven consultancy based in Brazil.

🗣️🇧🇷🇵🇹 Portuguese Required