Financial Services Representative engaging clients in a fast - paced Banking Centre. Providing tailored financial solutions while building meaningful relationships with clients.
About the role
- Junior Investment Analyst supporting multinational clients in social investment strategies. Collaborating on document control and project development in São Paulo, Brazil.
Responsibilities
- Control of documents, workflows, and management of procedures for companies’ use of incentive laws, understanding the specificities of each business process and able to suggest improvements aligned with business interests;
- Support in building and developing a portfolio of projects aligned with the strategic pillars of corporate social responsibility for Simbi’s client companies;
- Direct contact with clients and leading client meetings.
Requirements
- Experience in administrative routines, business workflows, and activities that require organization and adherence to deadlines
- Interest in social impact projects
- Prior knowledge of Google Workspace and Microsoft Office, or a strong willingness to learn
- Familiarity with completing documents and reviewing them carefully
- Curious and proactive mindset
- Excellent verbal and written communication skills
- Cooperative mindset, active listening, and the ability to build good relationships within a diverse team
- Availability to meet with the team in São Paulo (capital) when necessary — hybrid work model
Benefits
- Health care (Sami Saúde in São Paulo)
- Flexible benefits card totaling R$700.00, usable for food, meals, and transportation
- Day off on your birthday
- Access to a corporate education platform for career development (Sólides Academy)
- Paid time off (30 consecutive days per year)
- Potential for an annual bonus
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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