Investment Assessor managing investor relationships and providing financial solutions in Belo Horizonte. Opportunity in a flexible working environment with professional growth prospects.
Responsibilities
Build and maintain relationships with investor clients, providing financial solutions tailored to each client's profile and objectives.
Prospect and manage a portfolio of clients
Offer investment products and solutions
Independently manage your time and client portfolio
Requirements
Experience in the financial sector (with any product)
Availability to work on-site at the SUPER ESCRITÓRIO occasionally
Reside in the Belo Horizonte metropolitan area or in Nova Lima
Experience in sales and customer service
Proactive, resilient, and organized profile
Have a client portfolio (regardless of current role)
CEA (ANBIMA) or AI (ANCORD) certifications
Benefits
Autonomy to manage your own routine
Flexible working arrangements
Earning potential based on performance
Hands-on development experience in the financial market
Real opportunity for professional growth and advancement
Direct contact with clients and executives
Environment that values learning, certifications, and results
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