Assessor De Investimentos Júnior

Join to apply for the Assessor De Investimentos Júnior role at Ipê Investimentos . About Ipê Investimentos: A licensed advisory firm affiliated with Necton, part of BTG Pactual, Latin America's largest investment bank. We excel in client service, offering tailored solutions for each investor profile. Our focus is on performance, relationships, and developing professionals committed to results. If you're starting your career in the financial market and want to learn directly from experienced professionals, this position is for you! Responsibilities: Provide consultative and personalized 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 full-time in-person work in São Paulo (region of Av. Paulista). Additional advantages: 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 growth ambition. What we offer: Mentorship and direct support from Ipê Investimentos leaders; A high-performance culture with 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. Additional Information: Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales J-18808-Ljbffr

Location: Patos De Minas, Minas Gerais, BR

Posted Date: 7/11/2025