Investment Advisor - Family Offices

We are looking for a highly motivated and results-oriented Investment Advisor to join our team. This crucial role will involve identifying and establishing strong relationships with family and multi-family office managers, as well as proactively managing investment portfolios. The ideal candidate will be a dynamic and experienced individual in the financial sector with excellent communication and negotiation skills.

Responsibilities:

Relationship Development and Prospecting:

- Establish long-term relationships with potential investors.

- Identify and contact potential family office managers to present investment opportunities in our projects.

- Develop strong and lasting relationships with family office managers, understanding their investment objectives and proposing solutions tailored to their needs.

- Visit potential clients to capture their interest in our projects.

Market Analysis and Strategy:

- Analyze market trends to determine customer demand.

- Understand the market to identify growth opportunities.

- Collaborate in the definition of marketing strategies for our projects.

- Elaborate the business plan and create action plans for investment attraction.

Commercial Management and Follow-up:

- Create and implement commercial proposals and negotiate terms and conditions.

- Establish and follow the objectives of the commercial team.

- Control and follow up the commercial process.

- Prepare sales and investment reports to evaluate performance and make strategic decisions.

Customer Service and Retention:

- Provide excellent customer service to investors.

- Continuously monitor investor relations to ensure investor satisfaction and retention.

How to succeed in the role:

- Graduate Professional: Bachelor's Degree in Administration, Economics, Engineering or related careers.

- Solid experience working directly with high net worth family offices in financial advisory, portfolio management or investment project sales roles.

- Minimum 5 years of experience in commercial areas and assistance to family offices.

- Proven experience in structuring new businesses related to family offices.

- Excellent planning, organization and public speaking skills.

- Bilingual Spanish / English.

- Fluency in Portuguese is a plus.