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Wealth Management Consultant

InterBelo Horizonte, MG
On-site Full-time

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Experience Level

Experience

Qualifications

The ideal candidate will have a strong background in finance and investment management, demonstrating analytical skills and a proactive approach to client engagement. Previous experience in wealth management or financial consulting is preferred.

About the job

Join the Inter Team!

At Inter, we believe that each day marks the beginning of the future, driven by the technology we innovate, the connections we nurture, and the ideas we exchange. We are a Super App offering comprehensive digital banking solutions, including investments, credit, insurance, a marketplace, and various day-to-day services. More than just a service provider, we are a dynamic team constantly evolving.

As we maintain this swift pace, new opportunities emerge. It's your chance to explore a smart way to invest in your career. Join us and embrace the #sanguelaranja spirit!

Position Overview

You will become part of our Wealth Management team, responsible for advising a portfolio of high-net-worth clients (minimum investment of R$ 500k). Your mission will involve providing personalized financial consulting, developing investment strategies tailored to the investor's profile, and contributing to the sustainable growth of managed assets.

Daily Responsibilities:

  • Manage and cultivate advisory relationships with a portfolio of wealth clients.
  • Provide personalized investment advisory through digital channels.
  • Execute proactive commercial routines for fundraising and new business acquisition.
  • Analyze macroeconomic scenarios and translate trends into investment recommendations.
  • Maintain an updated CRM and monitor commercial performance indicators.
  • Ensure compliance with regulatory norms and institutional policies.
  • Develop and implement strategies to expand the wealth client base.

About Inter

Inter is a forward-thinking financial technology company revolutionizing the banking experience. Our Super App integrates multiple financial services, enabling users to manage their finances seamlessly and efficiently.

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