💼 About This Role

You'll manage asset allocation for high-net-worth clients, ensuring portfolios align with suitability. You'll act as a technical reference for the segment and interface with business areas. This role offers the chance to work at a leading Brazilian financial institution with over 4.6 million clients.

🎯 What You'll Do

• Manage asset allocation and portfolio suitability for clients
• Serve as technical reference for products and financial planning
• Identify investment opportunities and ensure commercial accuracy
• Build and disseminate best investment practices among advisors

📋 Requirements

• Commercial profile and strong communication skills
• Solid knowledge of financial products (RV, RF, Funds, etc.)
• Knowledge of asset allocation and portfolio compliance
• Experience serving Private or High Income clients

✨ Nice to Have

• CGA, CFG, or CFP certification
• Knowledge of macroeconomics

🎁 Benefits & Perks

• 🏥 Health and dental insurance
• 🏋️ Wellhub (Gympass)
• 💰 Exclusive investment funds
• 🏖️ Parental leave: 6 months maternity, 20 days paternity
• 🍽️ Flexible meal and transportation vouchers

📨 Hiring Process

Steps include resume screening, general tests (Mindsight and Predictive Index), interviews with recruitment, leadership, commercial head, and culture fit, followed by offer.