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Open nowPosted 20 days ago

Assessor de Investimentos

Gupy (Portal de Vagas)87,457 open roles

Where
São Paulo, Brazil
Work mode
On site
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Your applicationOpen nowAssessor de InvestimentosGupy (Portal de Vagas) · São Paulo, Brazil

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Gupy (Portal de Vagas)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

9.8% of postings close within 7 days. Measured by our own scanner across the market. Gupy (Portal de Vagas) postings stay open a median of 4 days.

Share of postings closed within
  1. 1.9%1 day
  2. 3.9%3 days
  3. 9.8%7 days
  4. 15.6%14 days
  5. 33.8%30 days
This job: posted 20 days ago

Gupy (Portal de Vagas) median: 4 days open

The posting

Salário: a partir de R$ 1,00 + comissão

Sobre a vaga Estamos em busca de um(a) Assessor(a) de Investimentos para atuar no Departamento Financeiro de uma Corretora de Valores, em São Paulo – Centro Histórico.

Essa posição é voltada para profissionais com perfil comercial, consultivo e orientado a resultados, que tenham interesse em atender clientes de alta renda, apoiar na construção de carteiras alinhadas ao perfil de risco e desenvolver relacionamento de longo prazo com investidores.

A vaga é afirmativa para PCD.

Principais responsabilidades Atender clientes, entendendo suas necessidades, objetivos financeiros e perfil de risco. Auxiliar na elaboração de propostas de investimentos personalizadas. Realizar prospecção ativa de novos clientes de alta renda, dentro e fora da rede de contatos. Manter relacionamento contínuo com clientes para acompanhamento de carteira. Participar e realizar eventos de relacionamento com clientes atuais e potenciais. Atuar de forma consultiva, apoiando a construção de soluções em investimentos e produtos financeiros.

Sobre o ambiente de trabalho A posição exige atuação presencial no centro de São Paulo, com rotina voltada à interação com clientes, networking e desenvolvimento comercial. A empresa busca um(a) profissional com postura ética, foco em relacionamento, disciplina comercial e interesse em atuar em um ambiente dinâmico do mercado financeiro.Requisitos e qualificaçõesRequisitos obrigatórios

Formação superior em andamento ou concluída em Administração, Economia, Contabilidade, Engenharias ou áreas correlatas. Certificação ANCORD – Assessor de Investimentos. Disponibilidade para atuação presencial em São Paulo – Centro Histórico. Conhecimento em renda variável.

Requisitos desejáveis

Conhecimento da metodologia AGF. Experiência ou familiaridade com CRM HubSpot.

Competências comportamentais esperadas

Perfil comercial e consultivo. Organização para acompanhamento de carteira e prospecção. Proatividade e autonomia na busca de novos negócios. Foco em metas, resultado e excelência no atendimento. Postura ética, profissional e orientada ao cliente.Informações adicionaisBenefícios e remuneração Remuneração 100% variável. Possibilidade de ajuda de custo com mínimo garantido por 4 ou 6 meses Bonificação por corretagem em Renda Variável de 50%. Comissão sobre demais produtos bancários, como câmbio, seguro de vida, consórcio, cartão de crédito, entre outros.

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    The review screen in CV Rocket: how each CV was read, round by round.

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