Overview
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Consultor de Investimentos - Builder based in Braz
Full job description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Consultor de Investimentos - Builder based in Brazil. This is an opportunity for a finance professional to accelerate their career in investment consulting while building a high-value client portfolio. You will work with qualified leads, transforming opportunities into long-term client relationships. The role combines strong commercial execution with technical knowledge of investments and financial markets. You will diagnose investor profiles, provide allocation guidance, and deliver a high-quality onboarding experience. Supported by specialists in intelligence, allocation, and investments, you can focus on relationships, opportunities, and portfolio growth. The environment values autonomy, continuous learning, collaboration, and a strong results orientation. As your portfolio develops, you will progressively evolve toward a broader and more complete consultative role.
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Verification notes
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