Bradesco Bank seeks a Sr. Financial Advisor w/ 5 years' experience in the job, to:
- Perform analysis and selection of financial investments.
- Prospect new clients.
- Assess the financial needs of individuals.
- Propose and implement strategies in connection with financial assets allocation.
- Perform Risk analysis.
- Monitor client's portfolio.
- Perform client due diligence.
BA in Business, Finance or related Business
Series 7 FINRA Securities Registration. Ability to draw upon past/present experience and acquaintances to develop markets and build upon them; demonstrable in-depth knowledge of bank products, customized strategies; ability to deliver high-quality services to high-net-worth clients.
Strong, verifiable record of past accomplishments at high level with world-class financial institution. Demonstrable experience managing multi-million dollar client book and strong desire to port past clients to the Bank. Portuguese fluency and some travel required. Send resume and ref to: firstname.lastname@example.org