Junior Investment Consultant

Job not on LinkedIn

🔥 14 minutes ago

🇧🇷 Brazil – Remote

⏳ Contract/Temporary

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Suno

WebsiteLinkedInAll Job Openings

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

• Conduct consultative meetings with clients and prospective investors • Develop and strengthen long-term relationships with the clients in your portfolio • Identify opportunities for additional investments, new allocations, and relationship expansion • Prospect for and acquire new clients • Conduct in-person and remote meetings with investors • Monitor the financial market and recommendations produced by the Suno ecosystem • Collaborate with the intelligence, asset allocation, and investment specialist teams • Contribute to growing the client base and increasing the wealth of the investors served • Participate in events, meetings, and relationship-building initiatives organized by Suno

🎯 Requirements

• Bachelor’s degree completed or nearing completion in Business Administration, Economics, Accounting, Engineering, or a related field • Experience serving investors at banks, investment firms, advisory firms, or consultancies is preferred • Experience with financial planning, investment products, and individual-client relationship management is a significant advantage • CEA® certification required • Strong communication, active listening, and organizational skills • Knowledge of capital markets and asset classes, including equities, real estate investment funds (FIIs), and fixed income • Eagerness to learn, grow, and consistently deliver your best work • Collaborative mindset, results-oriented approach, and ownership mentality

🏖️ Benefits

• Health and dental insurance • Life insurance • Discounts on Wellhub (Gympass)/TotalPass and Zenklub • Institutional partnerships for courses, services, and more • Profit-sharing and performance bonus (PLR) • One day off on your birthday • Access to a Suno Black subscription for you and immediate family members • Bull Plan subscription – Status Invest