Investments Consultant – Mid-level

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🔥 12 hours ago

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Suno

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

💸 Finance

💳 Fintech

Finance • Fintech • Wealth Management

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

• Manage and develop a portfolio of high-net-worth clients, helping investors make better financial decisions through Suno's ecosystem solutions. • Receive support from specialized intelligence, allocation, and investment teams. • Conduct consultative meetings with clients and prospective investors. • Build and strengthen long-term relationships with the clients under your management. • Identify opportunities for additional investments, new allocations, and relationship expansion. • Prospect and onboard new clients. • Lead in-person and remote meetings with investors. • Monitor the financial markets and the recommendations produced by the Suno ecosystem. • Work collaboratively with intelligence, allocation, and investment specialist teams. • Contribute to client base growth and to the asset growth of the investors you serve. • Participate in events, meetups, and relationship-building initiatives promoted by Suno.

🎯 Requirements

• Education: Bachelor’s degree completed or in the final stages in Business Administration, Economics, Accounting, Engineering, or related fields. • Preferred experience serving investors (in banks, wealth management firms, brokerages, or consultancies). • Experience with financial planning, investment products, and personal client relationship management is a strong plus. • CEA® certification (mandatory). • Strong communication skills, active listening, and organization. • Knowledge of the capital markets and asset classes (equities, REITs (FIIs), fixed income, among others). • Eagerness to learn, grow, and consistently deliver your best. • Collaborative attitude, results-oriented mindset, and ownership mentality.

🏖️ Benefits

• Health and dental insurance to take good care of you. • Life insurance — because security is part of quality of life. • Discounts on Wellhub (Gympass)/TotalPass and Zenklub — for body and mind wellness. • Institutional partnerships that provide extra support on courses, services, and more. • Profit Sharing (PLR) — here everyone grows together. • A Day Off on your birthday — because your day should be just yours! • Access to Suno Black subscription (for you and first-degree family members). • Bull Plan subscription — Status Invest — to deepen your investment knowledge and intelligence.