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Investment Advisor PL

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Bradesco is seeking an Investment Advisor PL to work in Investment Management, providing consulting services and investment products to its client portfolio, with an emphasis on relationship management and investment portfolio management. Key Highlights: 1. Experience in Investment Management, with a focus on client consulting. 2. Opportunity to manage and advise investment portfolios. 3. Work at one of Brazil's largest financial groups. **About Bradesco** Bradesco is one of Brazil's largest financial groups, with a history marked by pioneering spirit and innovation. Through our broad and diversified portfolio of financial products, banking services, and insurance solutions, we contribute to fulfilling people's aspirations and supporting the sustainable growth of businesses and society. Join our financial ecosystem and impact the lives of millions! At Bradesco, we value diversity in all its forms. Therefore, our job openings are open to all individuals, regardless of gender, race, sexual orientation, disability, age, or any other characteristic. Learn more at https://banco.bradesco/html/classic/sobre/index.shtm **Responsibilities and Duties** What is our Investment Team? We offer the best and most comprehensive investment solutions, always aligned with each client’s strategies and objectives. Work Model: On-site Unit: Londrina \- PR **Your Day-to-Day** As an Investment Advisor PL, you will work in Investment Management, and your main responsibilities will include: * Client relationship management and consulting. * Offering investment products. * Managing and advising the investment-focused portfolio within your segment. **Requirements and Qualifications** What do you need to have or know? * Active CEA certification * Commercial experience in investments * Technical expertise in investment products (Treasury, Asset Management, and Brokerage) * Interpersonal skills, proactivity, and global perspective It would be a plus if you have: * Active CFP certification **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * Profit Sharing (PLR) or Bonus: Based on position eligibility\* * Health Insurance * Dental Insurance * Life Insurance * Food Allowance * Meal Voucher * 13th Food Basket * Total Pass * Transportation Voucher (optional enrollment) * Discounts on products and services from partner companies * Private Pension Plan (optional enrollment, with financial contribution from Bradesco Organization) * Bradesco Well-Being Program: health, well-being, and quality-of-life initiative * Unibrad: Bradesco Corporate University * Fee Waivers: special conditions for various products and services * Childcare or Nanny Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, including supportive assistance from pregnancy through postpartum

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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