Investment Advisor

Job not on LinkedIn

🕒 March 6

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

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

Upload Resume

Voyager Asset Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 B2B

👥 B2C

Finance • B2B • B2C

Voyager Asset Management is an FCA-authorised UK investment manager that provides bespoke portfolio management, managed portfolios, execution-only stockbroking and pension (including SIPP) solutions for private clients, trusts, companies and financial advisers. Its team of award-winning portfolio managers (100+ years' combined experience) emphasizes rigorous research, responsible/ethical investing and risk management to help clients preserve and grow wealth. The firm works both directly with private individuals and via advisers, and offers platform-based managed services and tailored investment strategies.

📋 Description

• Actively prospect potential clients (minimum assets BRL 50,000) through multiple channels (phone, WhatsApp, LinkedIn, email) • Qualify leads according to investor profile, minimum ticket size and fit with the group's services (Asset Manager, Wealth Management, AAI and Securitization platform) • Execute structured and persistent follow-up with leads at different stages of the funnel • Keep the CRM database updated with all interactions and relevant prospect information • Schedule qualified sales meetings for the Closers, ensuring the lead meets profile and minimum ticket criteria • Prepare a detailed briefing for each scheduled lead (profile, estimated assets, needs, identified objections) • Ensure a minimum 70% attendance rate for scheduled meetings through confirmations and pre-meeting warming • Keep the Closers' schedule optimized with a consistent pipeline of opportunities • Present the group's services consultatively: managed portfolios, investment funds, AAI advisory and securitization products • Identify prospects' needs and pain points related to wealth management, diversification and returns • Send educational materials, market reports and relevant content to nurture relationships • Conduct initial conversations about investor profile and financial objectives • Meet a weekly target of 18 qualified meetings scheduled for the Closers • Make a minimum of 90 daily contacts with new prospects and follow-ups • Report daily/weekly activity metrics and results • Operate in accordance with CVM and Ancord rules • Participate in commercial alignment meetings and ongoing training

🎯 Requirements

• Active registration as an AAI with the CVM, or willingness to obtain it within 30 days • Knowledge of CVM and Ancord regulations applicable to AAIs • Commercial/sales profile • Excellent verbal and written communication skills • Basic knowledge of investment products: funds, managed portfolios, equities, fixed income • Understanding of investor profiles (conservative, moderate, aggressive) • Awareness of financial markets and economic trends • Stay up to date on news and events that may impact the market • Fast learner • Resilience and persistence — ability to handle rejection and maintain motivation • Results-oriented — focused on targets and KPIs • Organized and disciplined — activity logging, time management and multitasking • Empathy and active listening — ability to understand prospect needs • Proactive — initiative to seek solutions and improvements

🏖️ Benefits

• Bonus • Commission • Parking • Career development plan • Meal allowance • Transportation allowance • Profit-sharing (PLR) • Annual performance bonus