At a Glance
- Tasks: Build strong relationships with high-net-worth clients and prospect new investors.
- Company: Join BTG Pactual, Latin America's largest investment bank, through Wiser.
- Benefits: Enjoy a structured career path, complete infrastructure, and performance-driven culture.
- Other info: This role requires in-person presence and offers a meritocratic culture.
- Why this job: Accelerate your career in a supportive environment focused on growth and results.
- Qualifications: Must have 6 months of financial market experience and an active client portfolio over R$20 million.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Advisor | BTG Pactual | Segmento Alta Renda | Campinas e Região
Estamos contratando assessores com experiência no mercado financeiro e foco em clientes de alta renda.
Se você quer acelerar sua carreira em um dos maiores ecossistemas de investimentos do país, essa é a sua oportunidade.
A Wiser é uma das principais estruturas credenciadas ao BTG Pactual, o maior banco de investimentos da América Latina. Oferecemos ambiente sólido, suporte completo e autonomia para você crescer com consistência e resultado.
Na prática, você será responsável por manter um relacionamento próximo e contínuo com sua base de clientes, garantindo atendimento consultivo e recorrente, além de atuar ativamente na prospecção de novos investidores de alta renda. Todo o processo é apoiado por inteligência comercial e gestão eficiente via CRM, com foco em performance, previsibilidade e crescimento sustentável.
Requisitos
- Profissionais com experiência comprovada em áreas comerciais, consultivas ou de investimentos, com no mínimo 6 meses no mercado financeiro (Banco, Corretora, AAI ou Family Office);
- Carteira ativa de clientes com volume superior a R$20 milhões sob relacionamento;
- Perfil consultivo, com visão de longo prazo e capacidade de gerar valor constante;
- Disponibilidade para atuação presencial.
O que oferecemos
- Incentivo de transição alinhado ao seu histórico e potencial de produção;
- Infraestrutura completa: mesas de operação, especialistas, backoffice e marketing;
- Ecossistema com soluções em crédito, previdência, offshore e carteiras administradas;
- Plano de carreira estruturado com possibilidade de Partnership;
- Cultura de alta performance, com liberdade, meritocracia e crescimento real.
Venha crescer com o Wiser! Se você busca um novo patamar na sua trajetória profissional, fale com a gente.
#J-18808-LjbffrWealth Advisor | BTG Pactual | Segmento Alta Renda | Campinas e Região in Marple employer: Wiser | BTG Pactual
At Wiser, a key partner of BTG Pactual, we pride ourselves on being an exceptional employer in the financial sector, particularly for Wealth Advisors in Campinas and surrounding areas. Our robust support system, including comprehensive infrastructure and a culture that champions high performance and meritocracy, empowers you to build lasting client relationships while pursuing your career growth with a structured path towards partnership. Join us to experience a dynamic work environment where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Advisor | BTG Pactual | Segmento Alta Renda | Campinas e Região in Marple
✨Tip Number 1
Network with professionals in the financial sector, especially those who have experience with high-net-worth clients. Attend industry events or seminars in Campinas to make connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with BTG Pactual's services and values. Understanding their approach to wealth management will help you align your discussions with potential clients and demonstrate your commitment to their philosophy.
✨Tip Number 3
Prepare to showcase your existing client relationships and how you've successfully managed them. Be ready to discuss specific strategies you've used to grow your client base and maintain high levels of service.
✨Tip Number 4
Stay updated on market trends and investment opportunities relevant to high-net-worth individuals. This knowledge will not only enhance your credibility but also enable you to provide valuable insights during interviews.
We think you need these skills to ace Wealth Advisor | BTG Pactual | Segmento Alta Renda | Campinas e Região in Marple
Some tips for your application 🫡
Understand the Role:Before applying, make sure you fully understand the responsibilities of a Wealth Advisor at BTG Pactual. Highlight your relevant experience in financial markets and client management in your application.
Tailor Your CV:Customise your CV to reflect your experience in commercial or consultative roles within the financial sector. Emphasise your active client portfolio and any achievements that demonstrate your ability to generate value for high-net-worth clients.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for wealth management and your understanding of the high-income segment. Mention specific examples of how you've successfully managed client relationships and contributed to business growth.
Highlight Relevant Skills:In your application, focus on skills that are crucial for the role, such as consultative selling, relationship management, and strategic thinking. Use concrete examples to illustrate how these skills have led to successful outcomes in your previous roles.
How to prepare for a job interview at Wiser | BTG Pactual
✨Showcase Your Financial Expertise
Make sure to highlight your experience in the financial market, especially if you have worked with high-net-worth clients. Be prepared to discuss specific strategies you've used to manage and grow client portfolios.
✨Demonstrate Consultative Skills
Since the role requires a consultative approach, practice articulating how you build relationships with clients. Share examples of how you've provided tailored advice and added value to their investments.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about past experiences where you successfully navigated challenges or seized opportunities in client management.
✨Research BTG Pactual and Wiser
Familiarise yourself with BTG Pactual's services and Wiser's role within the organisation. Understanding their culture and values will help you align your answers with what they are looking for in a candidate.
