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 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, relationships, and developing 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 exchange and investments, this position is for you! Responsibilities: Provide personalized consulting service to investors; Support more experienced advisors in operations and strategies; Prospect and develop a 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 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). 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 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 Full and 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 double your chances of interviewing at Ipê Investimentos. J-18808-Ljbffr

Location: Rio Claro, São Paulo, BR

Posted Date: 7/10/2025