Daily Banker, Junior

Job not on LinkedIn

🔥 4 minutes ago

🇧🇷 Brazil – Remote

⏰ Full Time

🟢 Junior

✨ Banker

🚫👨‍🎓 No degree required

👻 Ghost score 10%

infoinfo

🗣️🇧🇷🇵🇹 Portuguese Required

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Logo of Suno

Suno

201 - 500 employees

Founded 2016

💼 Consulting

💸 Finance

💳 Fintech

Consulting • Finance • Fintech

Suno is a financial services company that provides investment consulting and wealth management solutions. They offer personalized investment plans, courses, and resources aimed at helping individuals maximize their investment potential. Suno emphasizes the importance of strategic investing through analysis and education, guiding clients in navigating the financial markets to achieve their financial goals.

📋 Description

• Monitor client account balances and liquidity to ensure daily operations are executed efficiently and within established limits • Ensure that all financial transactions comply with financial and investment regulations • Prepare monthly financial reports to support investment and financial management decisions • Manage and interact with operational ticketing platforms, ensuring support for the Consultant team • Contribute to the continuous improvement of processes • Help automate departmental workflows and processes • Provide operational support to the Consultant team, ensuring convenience and ease for end clients

🎯 Requirements

• Completed or ongoing bachelor's degree in Business Administration, Economics, Engineering, or a related field • Strong written and verbal communication skills, with an analytical mindset • Knowledge of financial products such as foreign exchange, insurance, pension plans, fixed income, and equities • Familiarity with platforms such as XP Wealth Services, BTG, Panda, and HubSpot, as well as Microsoft Office and Google Workspace • Knowledge and use of Artificial Intelligence tools • Interest in financial markets • Previous customer service experience in the financial markets is a plus • Certifications such as CEA, CPA-20, or PQO are preferred

🏖️ Benefits

• Bonus/Profit-Sharing Plan • Health Insurance • Dental Insurance • Life Insurance • Partnerships with Wellhub/TotalPass and Zenklub • Institutional partnerships • Birthday Day Off • Free Suno Black subscription for you and your immediate family members

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