Consultor de Investimentos - Builder

Accountabilities Conduct strategic meetings with qualified leads on a daily basis, understanding their financial objectives and investment needs.

Diagnose investor profiles and present appropriate allocation directions using clear, accessible communication.

Convert qualified opportunities into active clients and build a sustainable, high-value investment portfolio.

Deliver an excellent first-contact and onboarding experience, establishing trust from the beginning of the relationship.

Maintain close, consultative relationships with clients and identify opportunities to expand and strengthen the portfolio.

Record and monitor client interactions, opportunities, and follow-ups through the CRM.

Participate in intensive training, practical coaching, and knowledge-sharing initiatives with investment specialists.

Continuously develop technical and commercial capabilities, progressing toward a full consultative investment role as the portfolio matures.

Requirements

Bachelor’s degree in Administration, Economics, Accounting, Engineering, or a related field.

Previous experience working with investor clients, financial products, investment advisory, or a similar financial-services environment.

Proven track record in sales, prospecting, client acquisition, conversion, or building and developing a client portfolio.

Experience as an Investment Advisor or Investment Consultant is required.

CEA or CFP certification is mandatory.

Strong understanding of capital markets, particularly equities, real estate investment funds, fixed income, and asset allocation.

Strong commercial profile combined with a solid technical foundation and genuine interest in consultative sales and business development.

Persuasive, natural communication skills, with the ability to translate technical financial concepts into clear and accessible language.

Strong interpersonal skills, agility in strategic conversations, organization, autonomy, and results orientation.

Curiosity, continuous-learning mindset, and willingness to contribute to team development.

Consistent experience building and managing a client portfolio is highly valued.

Benefits

Variable compensation through Success Fee.

Annual bonus.

Health insurance.

Dental insurance.

Life insurance.

Partnerships with Wellhub/TotalPass and Zenklub.

Institutional partnerships and discounts.

Birthday Day Off.

Free Suno Black subscription for the employee and first-degree family members.

Remote work model.

Legal entity (PJ) contracting.

Opportunity for accelerated professional development through intensive training and practical mentoring.

Exposure to a broad ecosystem of financial products, investment solutions, and market expertise.

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