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ASSESSOR DE INVESTIMENTO (TO)

Palmas - Paraná

Descrição da oferta de emprego

Realizar a análise do perfil de risco dos clientes (conservador, moderado e agressivo), compreendendo suas necessidades, expectativas e objetivos financeiros de curto, médio e longo prazo;Desenvolver e recomendar estratégias de investimento personalizadas, alinhadas ao perfil do investidor e às condições do mercado;Monitorar continuamente o desempenho das carteiras de investimentos, realizando análises periódicas e ajustes estratégicos conforme a dinâmica econômica e as necessidades do cliente;Conduzir reuniões consultivas com os clientes para apresentar relatórios de performance e sugerir novas oportunidades de produtos financeiros;Atuar em conformidade com as regulamentações vigentes, assegurando que todas as recomendações estejam alinhadas às normas da CVM, ANCORD e às políticas internas da instituição;Manter-se constantemente atualizado quanto às tendências econômicas, alterações regulatórias e novidades do mercado financeiro;Trabalhar de forma integrada com áreas estratégicas como Compliance, Tesouraria, Produtos e Backoffice, promovendo uma gestão eficiente, segura e alinhada aos objetivos institucionais.
ealizar prospecção ativa de investidores por meio de abordagem estratégica e consultiva, utilizando canais diversos (rede de relacionamento, indicações, eventos, redes sociais e ligações comerciais);Participação em eventos e ações de networking, fortalecendo a presença da marca no mercado financeiro.
struturar abordagens estratégicas para captação de leads indicados, garantindo uma jornada consultiva e personalizada desde o primeiro contato;Estimular ativamente a geração de novos negócios por meio de indicações qualificadas da própria base de clientes;
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Detalhes da oferta

Empresa
  • Indica Recrutamento e Seleção por Competência
Localidade
Endereço
  • Indeterminado - Indeterminado
Data de publicação
  • 24/07/2025
Data de expiração
  • 05/01/2026
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