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Open nowPosted 57 days ago

Coordenador (a) de Assessoria de Investimentos (B2C)

Gupy (Portal de Vagas)74,621 open roles

Where
São Paulo, Brazil
Work mode
On site
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Your applicationOpen nowCoordenador (a) de Assessoria de Investimentos (B2C)Gupy (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.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.0%30 days
This job: posted 57 days ago

The posting

Buscamos profissionais que tenham vontade de crescer, colocar a mão na massa e fazer acontecer. Vivemos um momento único, recheado de desafios e oportunidades para agregar ainda mais valor aos nossos clientes. Se você tem esse perfil e essa ambição, inscreva-se nesta vaga e junte-se a nós para construir o futuro do mercado financeiro.#VemSerGenialResponsabilidades e atribuiçõesGestão de equipe.Prospecção de novos negócios a partir de carteira própria e da corretora.Gerir relacionamento junto a investidores pessoa física e jurídica, desenvolvendo relacionamento resolutivo, e altamente consultivo, prestando consultoria financeira e comercializando de forma sustentável os produtos de investimento, de forma a gerar e manter alto nível de relacionamento com investidor final. Acompanhar informações sobre todos os produtos de investimentos, como ativos de renda fixa, variável, emissões primárias, performance de fundos de investimentos. Áreas de atuação: Planejamento financeiro, gestão de patrimônio, investimentos, planejamento Fiscal, previdência e seguros.Requisitos e qualificaçõesPerfil empreendedor;Experiência na comercialização de produtos financeiros;Necessário ter a certificação CPA-20 ou CEA (Certificação CFP será um diferencial).Informações adicionaisssistência MédicaAssistência OdontológicaVale RefeiçãoVale AlimentaçãoSeguro de VidaTotal PassGymPassPLRInformações adicionais:Modelo CLTTrabalho presencialLocal de trabalho: São Paulo/SP

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