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Open nowPosted 110 days ago

Wealth Management Advisor| Florianópolis, Porto Alegre e Curitiba

Ável21 open roles

Where
Florianópolis, SC, BR
Work mode
On site
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Your applicationOpen nowWealth Management Advisor| Florianópolis, Porto Alegre e CuritibaÁvel · Florianópolis, SC, BR

  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 Ável's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 110 days ago

The posting

Wealth Management Advisor

Na Ável, acreditamos que grandes patrimônios exigem mais do que recomendações de investimentos. Exigem visão estratégica, planejamento patrimonial e relacionamentos construídos para durar gerações.

Eleita a Melhor Assessoria de Investimentos do Brasil em 2024 pela XP, a Ável está expandindo sua vertical Wealth & Private e busca profissionais com perfil consultivo, experiência no atendimento de clientes de alta renda e desejo de construir uma carreira de longo prazo em um ambiente de excelência.

Principais responsabilidades:

  • Atuar de maneira consultiva na estruturação patrimonial, alinhando soluções aos objetivos de vida do cliente;
  • Orquestrar soluções que integram investimentos, planejamento sucessório, tributário, crédito e proteção patrimonial;
  • Trabalhar em conjunto com especialistas para oferecer uma experiência completa aos clientes;
  • Identificar oportunidades de crescimento por meio de relacionamento, networking e indicações qualificadas;
  • Contribuir ativamente para o fortalecimento e expansão da vertical Wealth & Private da Ável.

Requisitos:

  • Experiência no atendimento a clientes Private, Wealth Management ou Private Banking;
  • Perfil relacional, consultivo e focado na construção de parcerias de longo prazo;
  • Domínio técnico em planejamento patrimonial e soluções voltadas a grandes fortunas.

Diferenciais:

  • Certificações como CFP®, CEA, CGA ou CFA;
  • Vivência prévia em Multi Family Offices ou estruturas complexas de Wealth Management;
  • Histórico de gestão de patrimônios de alta relevância.

O que oferecemos

  • Plataforma completa de investimentos e soluções patrimoniais;
  • Estrutura de especialistas 360º para apoiar seus clientes em todas as frentes;
  • Modelo alinhado ao cliente, com arquitetura aberta;
  • Apoio financeiro para transição (upfront);
  • Bônus por captação de recursos;
  • Plano de carreira meritocrático, sem teto de ganhos.
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