Advisor

Job description

Accountabilities Build and maintain strong relationships with investor clients, understanding their financial objectives, profiles, and needs. Provide consultative service and recommend financial and investment solutions aligned with individual client goals. Prospect for new clients and develop opportunities to expand the client portfolio. Manage and nurture an existing client base, strengthening long-term relationships and identifying opportunities for additional solutions. Present and promote investment products and financial solutions in a clear, consultative manner. Independently organize daily activities, prioritizing client relationships, prospecting, follow-ups, and portfolio management. Maintain a proactive approach to business development, networking, and professional growth. Stay engaged with developments in financial markets and, where relevant, expand knowledge of digital assets and emerging investment opportunities. Requirements Previous experience in the financial sector, ideally involving financial products, investments, banking, insurance, or related services. Experience with consultative sales and client relationship management, particularly in environments where understanding client needs is essential. Strong interpersonal and communication skills, with the ability to interact professionally with clients and executives. Proactive, resilient, organized, and self-motivated profile, capable of managing activities independently. Ability to manage time effectively and take ownership of a client portfolio and business-development activities. A customer-focused and results-oriented mindset, with strong relationship-building capabilities. Existing client portfolio or established network is a strong advantage, although candidates who can develop their own portfolio are also encouraged to apply. Genuine interest in financial markets, investments, and continuous professional learning. Interest in learning about digital assets is considered a plus. Comfortable working in a flexible environment where performance, autonomy, and relationship development are important. Benefits Remote work from anywhere in Brazil. Flexible work model that can allow you to reconcile this opportunity with other professional commitments. High degree of autonomy in managing your schedule and professional activities. Performance-based earning potential. Practical exposure to the financial and investment market. Direct interaction with clients and executives. Opportunities to build and expand a professional client portfolio. Professional development through practical market experience. Environment that encourages learning, certifications, and performance. Opportunities for professional growth and career evolution. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Advisor based in Brazil. This is an opportunity for a commercially minded professional to build relationships within the financial and investment market.The role combines client advisory, business development, investment solutions, and independent portfolio management.You will work directly with investors and executives, understanding their objectives and presenting solutions aligned with their profiles.The position offers significant autonomy, allowing you to organize your routine and manage your activities with flexibility.Performance and relationship-building are central to success, with opportunities to expand your client base and professional network.It is well suited to someone who enjoys consultative sales, financial markets, and continuous learning.The role can also provide practical exposure to digital assets and evolving investment opportunities.