Investment Advisor

Description

Job Summary: We are seeking professionals with expertise in investments and financial planning to serve high-net-worth and private clients, focusing on prospecting, developing investment plans, and portfolio maintenance. Key Highlights: 1. Working with high-net-worth and private clients 2. Focus on financial planning and investments 3. Opportunity in sales and negotiation within the financial sector Ouro Investimentos specializes in serving clients in the high-net-worth and private segment. We leverage our expertise to help clients achieve success in their investments. For this position, we seek professionals who stand out for their knowledge of Investments (funds, fixed income, and variable income); Financial Planning; Retirement Planning; and Sales and Negotiation. **Responsibilities:** * Business prospecting; * Development of investment plans; * Closing meetings; * Post-sales execution, portfolio maintenance, and performance review meetings with department managers. **Requirements:** * Experience managing high-net-worth or private client portfolios; * Experience in sales and negotiation; * CPA-20 or ANCORD certification; * Bachelor's degree in Economics, Business Administration, or related fields.