💼 About This Role

You'll manage and grow a portfolio of high-net-worth clients at a digital bank. You'll drive client acquisition and deliver consultative investment solutions. This role offers exposure to onshore and offshore platforms.

🎯 What You'll Do

• Prospect new Family Office clients
• Manage portfolio and client relationships
• Provide consultative and solution-oriented service
• Ensure high-quality dedicated client service

📋 Requirements

• CEA certification (required)
• CFP certification (preferred)
• High influence and close client relationship skills
• Availability for 100% onsite work in São Paulo

✨ Nice to Have

• CFP certification

🎁 Benefits & Perks

• 🍽️ Meal and food vouchers
• 🏥 Health and dental insurance
• 👶 Childcare assistance
• 💼 Life insurance
• 🏋️ WellHub/TotalPass

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Offer· 1 hour

🚩 Heads Up

• Mandatory 100% onsite presence in São Paulo
• Requires CEA certification as a hard requirement