SOMMA INVESTIMENTOS is seeking an RI Commercial Assistant for ASSET operations. KEY RESPONSIBILITIES Monitor market news and competitors' activities. Use multiple commercial tools, including CRMs, WhatsApp, LinkedIn, email, data enrichment platforms, and automation tools. Record all interactions and strategic insights in the CRM. Conduct exploratory conversations with investment advisory firms, consulting firms, and family offices. Ensure continuous organization and updating of commercial information. Respond to inquiries and provide additional information regarding the company's products or services. Explain/solve customers' main objections. Participate in technical and commercial training sessions. Actively participate in training programs/workshops to enhance consultative sales skills and financial market knowledge. Support the RI team with operational requests, meetings, and events. REQUIREMENTS Currently pursuing or having completed a bachelor’s degree in Business Administration, Economics, or related fields. Experience in ASSET, RI Back Office, or investment-related functions. Proficiency in CRM tools. Strong organizational and communication skills. Attention to detail. Basic English proficiency to understand technical terms used in the financial market. BENEFITS Flexible Card (Meal, Food, Mobility, Health, Education, and Culture) Health and Dental Insurance Private Pension Plan Professional Development Investment Health and Well-being Programs Performance-based Bonus ADDITIONAL QUALIFICATIONS (PREFERRED) Financial market certifications; Experience in the Capital Markets sector. CPA-20 certification is desirable. ADDITIONAL INFORMATION **Work location:** Santa Mônica – Florianópolis/SC. On-site position. Business hours.
João Silva
Indeed · HR
João Silva
Indeed · HR
