Job Description

Only candidates with US Work Authorization will be considered.

Description:

The advisor is a strategic professional who follows the company strategy and help the clients to set their portfolio according to their needs. Both strong commercial and technical skills are mandatory. The professional must utilize our investments intelligence to generate ideas and allow the clients to achieve their portfolio goals within their risk limitations. The investor should bring new ideas and participate in our Strategy Committees within the Investments department. The position demands a high knowledge in every main products, such as bonds, equities, mutual funds, structured notes, alternatives and more.

The advisor must establish a close relationship with new and existing high and ultra high net worth clients. The position will be allocated inside the Investments Solutions department and will report to the Head of Investors.

Main Duties:

• Provide complete financial and investment guidance to clients.
• Leverage deep knowledge of securities, regulations, and investment strategies to develop customized investment plans and strategies.
• Understanding of clients needs and profile, recommending adequate investments products, and monitoring portfolios to ensure alignment with clients' financial goals and risk tolerance.
• Be updated about market trends, economy and all institutional calls.
• Provide advice and guidance on markets and actionable investments ideas.
• Be adherent to all regulatory standards.
• Be able to leverage information and relationships with internal partners.
• Prepare proposals for clients and present investments products and ideas.
• Execute trades in client accounts in accordance with client orders.
• Manage under appropriate supervision the selected portfolios of clients.
• Use commercial skills to expand clients base and AUC.
• Identifying potencial areas of opportunity

Qualifications:

• Series 7 and 66 (or 63 and 65) required
• Fluency in Portuguese and English required
• CFA, MBA degree or other advanced degree a plus
• 5+ years of experience in advisor/investor/banker/investments
• Initiative and self-driven

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Job Tags

Similar Jobs