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Mid LevelFull-timeGit
Salary Range
$51,000 - $69,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
Key Responsibilities
- →Manage and develop relationships with clients having financial assets between R$250,000 and R$500,000
- →Provide personalized investment advisory through digital channels
- →Execute proactive and reactive sales routines for resource acquisition and new business
- →Analyze macroeconomic scenarios and translate trends into investment recommendations
- →Maintain CRM updates and track commercial performance indicators
- →Ensure compliance with regulatory norms and institutional policies
- →Develop and execute strategies for customer retention and growth
- →Excel in quick contact relationship building
- →Work with objection handling focused on retention and growth
Requirements
- ✓Completed graduation
- ✓CPA-20 certification
- ✓Experience with investment clients
- ✓Proficiency in Office Suite
- ✓Knowledge of financial market and investment products
- ✓Strong communication and interpersonal skills
- ✓Analytical ability and strategic vision
- ✓Results-oriented focus and goal achievement
Benefits
- ★Transportation allowance
- ★Life insurance
- ★Wellhub and Inter Running Group
- ★CARE4U space (Belo Horizonte)
- ★SuperApp benefits like Duo Gourmet
- ★Inter Platinum Card
- ★Internal training and development programs
