Investment Assessor

Fixed Remuneration CLT We are looking for a professional with an entrepreneurial profile, excellent consulting skills and focus on results to join our advisory team. If you are passionate about the financial market and have the ability to transform relationships into valuable business opportunities, this opportunity is for you. Main Responsibilities Portfolio Expansion: Active prospecting and development of new relationships with a focus on qualified leads. Consultative Support: Carry out consultations and provide guidance to clients, identifying their needs and offering tailored solutions. Risk Assessment: Conduct thorough risk assessments to ensure the suitability of investment products for our clients. Market Analysis: Stay up-to-date with market trends and analyze financial data to identify opportunities and challenges. Teamwork: Collaborate with other team members to achieve common goals and objectives. Communication Skills: Develop strong communication skills to effectively convey complex information to clients and colleagues. Adaptability: Be flexible and adaptable in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously. Certification: Possess a certification in finance or a related field (e.g., CFP, CFM).