





Hello, we are Sicredi Região da Produção RS/SC/MG! Do you believe your talent can yield a better future? We believe it can! We are looking for an **Investment Manager** to work in Santa Catarina, with the purpose of strengthening relationships with our members and offering personalized financial solutions, promoting sustainable growth and prosperity in our region. If you are passionate about investments, have a consultative profile, and focus on results, this opportunity is for you! Join our team! If there is compatibility between your experience and the cooperative's needs, apply for this opportunity. **For internal candidates, in addition to the job requirements, your performance evaluation \+ Feedback \+ PDI will be analyzed.** **Oh, and don't forget to inform your manager of your interest in the opportunity** **Responsibilities and duties** * Conduct active prospecting of new investor members, offering the portfolio with accurate investment recommendations according to investor profile analysis; * Manage and develop a portfolio of members with an investor profile; * Provide in-person and remote service to Investor members, delivering accurate investment recommendations, reviewing their current product portfolio, and attracting new funds by creating value in the relationship; * Serve as a technical reference for members on financial planning and investment allocation, identifying opportunities, building and disseminating best investment practices; * Constantly stay updated on local and global economic scenarios; * Be able to deliver personalized service with excellence in customer care. **Requirements and qualifications** * CEA or CFP certification; * Bachelor’s degree in Business Administration, Economics, Finance, Engineering, or related fields; * Experience in serving high-net-worth investors; * Practical expertise in Investment Portfolio Diversification; * Knowledge of financial products; * Sales-oriented profile and strong oral and written communication skills; * Prior experience as an Investment Advisor will be a differentiator; * Availability for travel, as the role covers a regional area; **Additional information** **Want to get to know more about our Co-op?** **Data about Sicredi Região da Produção RS/SC/MG cooperative:** * 42 years of operation in the investment and credit financial market; * Over 125,000 active members; * Our network operates in all Brazilian states, and our Co-op operates in 3 Brazilian states (Rio Grande do Sul, Santa Catarina, and Minas Gerais); * Our headquarters is located in Sarandi\-RS, with sub-headquarters in Chapecó\-SC and Sete Lagoas\-MG; * Expansion project of branches into 25 municipalities in MG and SC; * We have 620 employees working to offer the best solutions for our members; **Benefits:** * National Unimed health insurance without co-payment for employee and dependents; * Meal allowance and meal voucher \- with flexibility in % distribution between VA/VR cards; * Profit Sharing Program (PPR) of up to 5x salary; * Semi-annual bonuses (14th and 15th fixed salaries); * Childcare/babysitter allowance; * Uniforms; * Private pension plan; * Education assistance: 50%, 70%, and 90% coverage for postgraduate programs; * Birthday day off; * Training platform with courses from various specialists; * Wellhub (formerly Gympass); * Life insurance; * Nutrition allowance; * Sempre Bem (psychological and legal support); * Zenklub; * Newborn care package; * Discount agreement for medications; **Nice to meet you, we are Sicredi.** Our journey began over 120 years ago as Brazil's first cooperative financial institution. Today, we continue to grow and transform every day, alongside **over 50,000 employee members**. They are the ones who make us the **Best Company to Work For**, once again ranking first according to Great Place To Work Brazil (GPTW). Together with **over 9 million members** across all Brazilian states, we believe in the power of cooperation to **build a more prosperous society and generate positive impact in people's lives.** A purpose that unites and inspires us, promoting local and sustainable development, education, and financial inclusion. We continue seeking talents who want to help build a better world, and we want you with us. **\#ComeBeSicredi!**


