Key skills
Communication
About this role
Role Overview
- Build and execute a commercial routine (prospecting, cadence, follow-ups, and funnel management).
- Qualify client profiles and needs to determine the best investment approach.
- Support the team with allocation proposals, portfolio monitoring, and market opportunities.
- Operate with a consultative approach and a focus on client experience, always aligned with suitability practices and ethics.
Requirements
- Strong communication skills and discipline
- Commercial mindset, resilient and organized
- Not afraid of challenges
- Genuine desire to learn and grow
- Hands-on, proactive attitude
- Bachelor's degree completed or in progress preferred in Economics, Accounting, Business Administration, Engineering, or related fields.
Benefits
- Comprehensive training and close mentorship
- Clear structure, tools, and processes
- On-site, collaborative, high-energy environment
- Defined development and growth path