What are the responsibilities and job description for the Investor position at Bradesco Bank?
Only candidates with US Work Authorization will be considered.
Description:
The advisor is a strategic professional who follows the company strategy and help the clients to set their portfolio according to their needs. Both strong commercial and technical skills are mandatory. The professional must utilize our investments intelligence to generate ideas and allow the clients to achieve their portfolio goals within their risk limitations. The investor should bring new ideas and participate in our Strategy Committees within the Investments department. The position demands a high knowledge in every main products, such as bonds, equities, mutual funds, structured notes, alternatives and more.
The advisor must establish a close relationship with new and existing high and ultra high net worth clients. The position will be allocated inside the Investments Solutions department and will report to the Head of Investors.
Main Duties:
- Provide complete financial and investment guidance to clients.
- Leverage deep knowledge of securities, regulations, and investment strategies to develop customized investment plans and strategies.
- Understanding of clients needs and profile, recommending adequate investments products, and monitoring portfolios to ensure alignment with clients' financial goals and risk tolerance.
- Be updated about market trends, economy and all institutional calls.
- Provide advice and guidance on markets and actionable investments ideas.
- Be adherent to all regulatory standards.
- Be able to leverage information and relationships with internal partners.
- Prepare proposals for clients and present investments products and ideas.
- Execute trades in client accounts in accordance with client orders.
- Manage under appropriate supervision the selected portfolios of clients.
- Use commercial skills to expand clients base and AUC.
- Identifying potencial areas of opportunity
Qualifications:
- Highly desirable – Series 7 and 66 (or 63 and 65) certificate
- Fluency in Portuguese and English is mandatory
- CFA, MBA degree or other advanced degree a plus
- 5 years of experience in advisor/investor/banker/investments
- Initiative and self-driven
Equal Opportunity/Affirmative Action Employer, M/F/V/D
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