Commercial Manager

Description

Job Summary: Senior Commercial Manager focused on portfolio expansion, acquisition of high-net-worth clients, and strategic leadership in the financial market. Key Highlights: 1. Management and monetization of Private/High Net Worth client portfolios 2. Active prospecting and acquisition of new clients and funds (net new money) 3. Strategic commercial leadership and team development Our client, active in the financial market, seeks a professional to serve as Senior Commercial Manager, with focus on portfolio expansion, acquisition of high-net-worth clients, and strategic commercial leadership. **Responsibilities:** Manage and monetize high-net-worth client portfolios (Private/High Net Worth); Conduct active prospecting (hunter) and acquire new clients and funds (net new money); Develop relationships with strategic clients, ensuring retention and growth of the client base; Analyze client profiles (suitability) and recommend customized asset allocation; Design and implement commercial strategies to achieve targets; Drive growth of assets under custody (AuC) and assets under management (AuM); Manage and develop a professional network (networking) to generate new business opportunities; Coordinate activities with internal departments such as compliance and risk; Monitor economic trends and adjust investment strategies according to the macroeconomic environment; Lead commercial teams, where applicable, fostering development and high performance; Ensure compliance with regulatory standards (CVM and ANBIMA). **Requirements:** Bachelor’s degree in Administration, Economics, Finance, Engineering, or related fields; Minimum 5–8 years of experience in the commercial area of the financial market (banks, brokerage firms, asset managers, or fund managers); Experience in the affluent segment, Private Banking, or B2B sales of financial products; Proven track record in fund-raising and achievement of commercial targets; Strong professional network and ability to generate new business; Knowledge of financial products (fixed income, equities, derivatives, investment funds); Knowledge of financial, succession, and pension planning; Familiarity with regulatory standards (CVM and ANBIMA); Strategic and analytical mindset; Strong negotiation and persuasion skills; Emotional intelligence and resilience; Proactivity and ownership; Results- and target-oriented; Ethics and compliance; Excellent communication and interpersonal skills; Willingness to travel. **Certifications:** CEA (ANBIMA) – mandatory; CPA\-20 (minimum required); ANCORD – preferred; CFP® – preferred. **Benefits:** To be determined **Working Hours:** Monday to Friday, 9:00 AM to 6:00 PM \- with break. **Work Location:** **Neighborhood:** Praia Brava **City:** Itajaí **State:** Santa Catarina