Description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients;
- Support investment professionals to cultivate client relationships;
- Prepare financial plans and check their accuracy.
Qualifications
- Bachelor’s degree in Finance or related field;
- Advanced English Level;
- 5+ years of industry experience;
- Strong understanding of the investment business;
- Excellent interpersonal skills.
Gostou? Inscreva-se aqui.
Cadastre-se agora para ter acesso a mais oportunidades de todas as regiões
do país! Clique aqui!
