Banker - Portfolio Construction

A BlackbirdCo. is a Brazilian company with global reach, focusing on developing sophisticated and structured products in areas of Credit, Corporate, Offshore, Asset, Wealth Management, and Advisory.

We are an investment company that believes in high-quality technical professionals, owner's mentality, and transparency as pillars for performance.

The Banker is responsible for commercial development and relationship building with potential clients. Within the private banking cell, the professional is able to develop their relationships to construct a portfolio of investors.

• Prospect, develop, and close deals with investors across all of Brazil;
• Maintain high-level relationships with clients through visits and regular contacts;
• Stay constantly updated on macroeconomic scenario, market opportunities, and financial products;
• Advise and continuously monitor the client's investment portfolio, focusing on their objectives;
• Know how to manage your sales funnel in CRM, focusing on lifting forecasts and reducing commercial cycle time to achieve targets;

Requirements

• Commercial profile with strong communication skills;
• Dynamism and discipline;
• Able to absorb and work with different subjects and information throughout the day;
• Flexible to changes;
• Competitive;
• Experience with client portfolio or prospecting areas;
• Experience in investment markets;
• Certification ANCORD (will be required if not possessed);

Benefits

• Wellhub (Gympass);
• Incentive for certifications (CFP and CFA);
• Annual variable remuneration;
• Exchange program;
• Partnership program.