Job Summary: We are seeking an entrepreneurial Financial Consultant to acquire and manage clients, offering asset allocation advice and support in wealth planning. Key Highlights: 1. Client acquisition and management of one's own client portfolio 2. Consultation on asset allocation, wealth planning, and risk management 3. Focus on long-term relationships and value creation for clients Our client is an independent consultancy specializing in investment diversification, wealth planning, and risk management. Our purpose is to serve clients overlooked by major institutions, providing customized, long-term solutions. We are looking for an entrepreneurial, proactive, and results-oriented Financial Consultant to join our team and contribute to building solid, lasting relationships. Responsibilities: * Acquire and manage clients, building and administering one's own portfolio. * Provide asset allocation consultation and qualitative assessment. * Support clients in wealth planning, risk management, and asset internationalization. * Participate in follow-up meetings and team acculturation processes. * Contribute to the company's growth with a medium- and long-term vision. Requirements: * Proven experience in the financial market (independent consulting, investment advisory, or multi-family offices). * Active hunter profile with prospecting and relationship-building capabilities. * Commercial skills and an entrepreneurial mindset. * Interpersonal skills and ability to build long-term relationships. * Focus on adding value to clients and promoting quality of life. * Knowledge of foreign exchange and wealth internationalization. * CEA/CFP certifications (desirable but not mandatory). * Hybrid work model
João Silva
Indeed · HR
João Silva
Indeed · HR
