Assessor De Investimentos Júnior

Join to apply for the Assessor De Investimentos Júnior role at Ipê Investimentos . 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, providing 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 day-to-day of the stock market and investments, this role is for you! Responsibilities: Provide consultative and personalized service to investors; Assist more experienced advisors with operations and strategies; Prospect and develop a client base; Participate in meetings, training sessions, 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 field; Good communication and relationship skills; Proactive profile, goal-oriented, and focused on results; 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 to grow. What we offer: Mentoring and direct guidance from Ipê Investimentos leaders; High-performance culture and meritocratic growth; Robust infrastructure with institutional support from Necton/BTG Pactual; Structured development pathway 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. 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: Pouso Alegre, Minas Gerais, BR

Posted Date: 7/9/2025