Assessor De Investimentos Júnior

Join to apply for the Assessor De Investimentos Júnior role at Ipê Investimentos . Get AI-powered advice on this job and more exclusive features. About Ipê Investimentos Ipê Investimentos is an advisory authorized by Necton, which is part of BTG Pactual, the largest investment bank in Latin America. We excel in customer service, offering personalized solutions for each investor profile. Our focus is on performance, relationship building, and developing professionals committed to results. If you're starting your career in the financial market and want to learn directly from those who live the daily life of the stock exchange and investments, this position is for you! Responsibilities Provide consultative and personalized service to investors. Support more experienced advisors in operations and strategies. Prospect and develop your own client base. Participate in meetings, training, and internal mentoring. Monitor the market to identify investment opportunities aligned with client profiles. Requirements Active ANCORD certification (mandatory). Passion for the financial market and a desire to grow in the area. Good communication and relationship skills. Proactive profile, goal-oriented, and results-driven. Availability for 100% on-site work in São Paulo (region of Av. Paulista). Differentials Previous experience in customer service, sales, or investments. Additional certifications (CPA-20, CFP in progress). Education or courses in finance, economics, administration. Entrepreneurial spirit and ambition for growth. What We Offer Mentorship and direct support from Ipê Investimentos leaders. High-performance culture and meritocratic growth. Robust infrastructure with institutional support from Necton/BTG Pactual. Structured development path to become a Senior Advisor. Collaborative environment focused on continuous learning. Send your resume exclusively to: Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Ipê Investimentos by 2x. Sign in to set job alerts for “Investment Advisor” roles. Financial Modeling And Investment Analyst We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. J-18808-Ljbffr

Location: Caruaru, Pernambuco, BR

Posted Date: 7/4/2025