💼 About This Role

You'll manage sophisticated asset allocation for high-net-worth clients at a leading Brazilian financial institution. You'll serve as the technical reference for the segment, directly interfacing with business areas to drive commercial strategy. This role offers the chance to work with exclusive investment funds and top-tier clientele.

🎯 What You'll Do

• Manage asset allocation for sophisticated clients
• Serve as technical reference for products and suitability
• Identify investment opportunities and ensure commercial accuracy
• Conduct investment consulting and monitor quality indicators

📋 Requirements

• CEA or CFP certification
• Solid knowledge of financial products (equities, fixed income, funds, etc.)
• Experience with Private or High Income clients
• Strong commercial profile and communication skills

✨ Nice to Have

• CAIA, CFA, CGA, CGE or CFG certification
• Knowledge of macroeconomics and current market context

🎁 Benefits & Perks

• 🏖️ Health and dental insurance
• 💪 Wellhub (Gympass) and Zenklub
• 🍽️ Flexible meal and food voucher
• 🚗 Transportation voucher
• 👶 Parental leave (6 months maternity, 20 days paternity)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Resume Screening· 1 week
2. 2Recruiter Call· 30 min
3. 3Technical Interview· 60 min
4. 4Hirevue/Assessment· 1 hour
5. 5Final Interview· 45 min