Assessor De Investimentos Júnior

Join to apply for the Assessor De Investimentos Júnior role at Ipê Investimentos . Continue with Google 1 week ago - Be among the first 25 applicants. About Ipê Investimentos Ipê Investimentos is an advisory firm accredited by Necton, which is part of BTG Pactual, the largest investment bank in Latin America. We excel in client service, offering customized solutions for each investor profile. Our focus is on performance, relationships, and the development of professionals committed to results. If you are starting your career in the financial market and want to learn directly from those who live the day-to-day of the stock market and investments, this position is for you! Responsibilities Providing consultative and personalized service to investors; Supporting more experienced advisors in operations and strategies; Prospecting and developing a personal client base; Participating in meetings, training, and internal mentoring; Monitoring the market to identify investment opportunities aligned with client profiles. Requirements Active ANCORD certification (mandatory); Passion for the financial market and desire to grow in the area; Good communication and relationship skills; Proactive profile, goal-oriented, and results-driven; Availability for 100% in-person work in São Paulo (region of Av. Paulista). Differential Skills Previous experience with customer service, sales, or investments; Additional certifications (CPA-20, CFP in progress); Education or courses in finance, economics, administration; Entrepreneurial spirit and ambition to grow. What We Offer Mentorship and direct support from Ipê Investimentos leaders; High-performance culture and meritocratic growth; Robust infrastructure with institutional backing from Necton/BTG Pactual; Structured development pathway to become a Senior Advisor; Collaborative environment focused on continuous learning. Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Ipê Investimentos by 2x. Set up job alerts for “Investment Advisor” roles by signing in. We’re unlocking community knowledge in a new way, with insights added directly into each article, starting with AI assistance. J-18808-Ljbffr

Location: Jaboatão dos Guararapes, Pernambuco, BR

Posted Date: 7/5/2025