Advisor - Allocation Analyst

Description

Job Summary: The Advisor acts as the guardian of portfolio allocation quality for clients, optimizing returns and generating revenue, while also providing technical and strategic support to the advisory team. Key Highlights: 1. Customer return optimization and revenue generation 2. Technical-commercial support in client meetings 3. Development and delivery of training sessions and presentations ### **About the Role** The **Advisor** safeguards the quality of client portfolio allocations, working side-by-side with the unit’s advisory team to ensure superior revenue outcomes and investment performance. **Key Responsibilities:** * Conduct technical analysis of portfolios and propose improvements to optimize client returns and generate office revenue. * Manipulate and analyze the unit’s database to identify asset concentrations and investment classes, suggesting enhancements. * Participate in meetings with advisors and clients/prospects, delivering insights and technical-commercial support. * Develop and deliver internal trainings and external presentations in collaboration with Unit Leaders and Heads. * Prepare study materials and market research. * Propose solutions to streamline advisors’ commercial routines, acting as a strategic partner to the team. **Requirements:** * Completed or ongoing undergraduate degree * Commercial experience and confidence speaking publicly. * Ability to connect technical topics with commercial objectives. * Familiarity with the commercial workflow of financial advisory services. * Strategic mindset * ANCORD certification is a plus ### **Benefits** * ANCORD certification courses and study materials * Sales and product training programs * Performance-based financial bonus * Structured partnerships and onboarding * Birthday day off * Partnership Program SVN Investimentos was founded in 2007 in Maringá by Felipe Bernardes and Caio Copetti, and is now recognized by XP Network as Brazil’s top investment office, serving over 39,000 active clients with over R$ 30 billion under advisory management. The company operates in 10 cities across Brazil: Aracaju, Campo Grande, Cascavel, Cuiabá, Curitiba, Foz do Iguaçu, Londrina, Maringá, São Paulo, and Salvador. It employs over 500 professionals dedicated to the company’s core growth pillar: excellence in personalized client service. **Are you interested in launching your career as an Investment Advisor?** Follow our job openings on the following careers page: academia\-de\-assessores.gupy.io