💼 About This Role

You'll build and expand a client portfolio through active prospecting and relationship development, delivering structured investment advisory services across fixed and variable income. Your core impact is helping clients make informed decisions and grow their wealth in a high-performance environment with strong institutional support.

🎯 What You'll Do

• Develop and grow a portfolio of investment clients through strategic prospecting
• Provide consultative guidance across fixed income and variable income products
• Monitor client portfolio performance and identify optimization opportunities
• Drive capital raising efforts and meet growth and performance targets

📋 Requirements

• Active ANCORD certification (mandatory)
• Experience in financial markets or consultative commercial roles
• Strong ability to build trust-based client relationships
• High-performance, results-driven mindset

✨ Nice to Have

• Long-term orientation toward wealth building and portfolio growth
• Strong communication and advisory skills

🎁 Benefits & Perks

• 💵 Structured compensation model with performance-based upside
• 🛡️ Initial financial support with guaranteed income components
• 📈 Progressive incentive system linked to capital raising and growth
• 🏦 Access to a structured financial ecosystem and institutional support
• 🚀 Clear path for professional and financial growth in a merit-based environment

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Technical interview· 45 min
3. 3Offer· 30 min