Location
recife, pe
Posted
July 03, 2026
Commute
Local Area
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Job Description
Role Description This is a full-time Assessor de Investimentos role at ACT Investimentos, structured as a hybrid position based in Recife, PE, with the flexibility to work from home on designated days. The professional in this role will provide tailored investment guidance, conduct financial assessments, and help clients define and refine their financial goals. Daily activities include analyzing client profiles, proposing suitable investment strategies, monitoring portfolio performance, and proactively suggesting adjustments in line with market movements. The role also involves preparing clear reports, participating in client meetings (in-person and virtual), and staying current with financial market trends, products, and regulatory changes. Collaboration with internal teams to improve client experience and adherence to compliance standards is a key part of the position.
Qualifications
Qualifications
- Strong foundation in Finance with the ability to interpret e...