Investment Advisor - Brazil

The role

You will own and shape the Wealth and Investments Advisory function in Brazil. You will define investor profiling, portfolio construction, and investment recommendations through a digital product.

What you will do

• Own ARQ's investment advisory function in Brazil end to end.
• Define approach to investor profiling, risk assessment, investment objectives and suitability.
• Develop investment philosophy, advisory methodology and portfolio-construction approach.
• Design and review model portfolios and investment recommendations.
• Monitor quality and suitability of recommendations and document rationale.
• Review and approve investment content and customer-facing advisory materials.
• Act as the Responsible Officer in charge of investment advisory activity.
• Serve as primary contact with BCB and other regulatory bodies.
• Own regulatory processes including annual Formulário de Referência and relevant policies.
• Contribute to ARQ's broader Wealth roadmap in Brazil.

Required qualifications

• 3+ years of experience in investment advisory, wealth management, portfolio management or private banking at a regulated financial institution.
• Hands-on experience advising clients on investment strategies, portfolios or financial products.
• Strong understanding of investor objectives, risk profiles, investment horizons and portfolio suitability.
• Broad knowledge of investment products, such as fixed income, funds, equities, ETFs, private credit and pension products.
• Strong investment judgement and the ability to communicate recommendations clearly.
• High ownership and the ability to make sound decisions in a fast-moving, high-accountability environment.
• Native Portuguese and professional English.

Nice to have

• Experience at a digital broker, robo-advisor or wealth fintech.
• Experience designing model portfolios or standardized investment strategies.
• Knowledge of ETFs and US-listed securities.
• Experience building or launching a new investment advisory business.
• Previous authorization as a Consultor de Valores Mobiliários.
• CEA, CGA, CNPI, CFP, CFA Level III or another relevant qualification.
• Experience interacting directly with the BCB or supporting regulatory reviews.

Benefits

• Competitive salary and benefits
• Stock options
• Discretionary performance bonus
• The latest tools and technology
• A world-class team that will challenge and grow your skills
• The opportunity to help build the best fintech app in Latin America

About the company

ARQ is a fast-growing fintech building infrastructure to move value seamlessly across borders. The company aims to redefine how people interact with money.