Investment Advisor B2C - Rio Grande do Sul

Btgpactual

Porto Alegre, Rio Grande do Sul, Brazil (BR - PORTO ALEGRE) permanent

Posted: March 17, 2026

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Quick Summary

Investment Advisor B2C role in Rio Grande do Sul, Brazil. Requires a finance background, strong client relationship skills, and certifications in CFA and CFP.

Required Skills

Customer Service Investment Knowledge Economic Awareness Client Management Financial Strategy Regulated Information

Job Description

Faça parte do time de Assessores de Investimentos do B2C no BTG Pactual.

No seu dia a dia:

• Construir e manter relacionamento de longo prazo com uma carteira de clientes;

• Buscar e prospectar ativamente novos clientes;

• Atualização constante sobre o cenário econômico local e global;

• Entender as estratégias dos gestores e mercado e explicá-las aos clientes.

Esperamos de você:

• Formação completa, preferencialmente em Administração, Economia, Engenharia ou Finanças;

• Sólida experiência com gestão de investimentos e clientes alta renda;

• Certificações CEA e/ou CFP;

• Residir no Estado do Rio Grande do Sul ou Santa Catarina.

Remuneração e Benefícios:

• Participação nos Lucros e Resultados (PLR);

• Auxílio Alimentação e Refeição;

• Plano Médico;

• Plano Odontológico;

• Auxílio Creche/Babá;

• Vale Transporte;

• WellHub;

• TotalPass;

• Programa de Apoio Pessoal (EAP);

• Planos por adesão como Previdência Privada e Seguro de Vida;

• Desconto em Farmácia;

• Programa de Nutrição;

• Programa de Gestantes;

• Licença Maternidade e Paternidade Estendida – empresa Cidadã.

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