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Investment Advisor – Brazil

Join ARQ as the first dedicated Investment Advisor in Brazil, building the advisory function from the ground up.

Location
São Paulo
Compensation
Not disclosed
Level
senior
Type
full time · Hybrid

Posted by employer 3 months ago

First seen on Joblaze 1 week ago

Last verified on the company career page 3 hours ago

Apply at ARQ → Save job Scanned from arqfinance.com

Requirements

Experience
3+ years

Not disclosed in this posting: compensation, visa sponsorship.

Benefits

Competitive salary and benefits Latest tools and technology Discretionary performance bonus Stock Options

Joblaze summary

The Investment Advisor at ARQ plays a pivotal role in establishing the company's advisory function in Brazil, focusing on client acquisition, portfolio management, and relationship building. This position requires a strong background in investment advisory or wealth management, along with the ability to source clients independently and construct diverse portfolios. Ideal candidates are experienced professionals with an entrepreneurial mindset, ready to shape the future of ARQ's advisory services. As the first advisor in Brazil, this role offers a unique opportunity to influence the company's growth and operational standards.

Joblaze insights

Quick facts

Is the Investment Advisor – Brazil role remote?
It's hybrid — ARQ expects some on-site time in São Paulo.
How much experience is required?
At least 3 years of relevant experience for this Investment Advisor – Brazil role.
Where is the role based?
ARQ is hiring for this position in São Paulo.
What's the tech stack?
Joblaze extracted these technologies from the posting: Investment Advisory, Wealth Management.
What seniority level is this role?
ARQ targets senior candidates for this position.
Is this full-time or contract?
Full-time for this Investment Advisor – Brazil role at ARQ.

From the original posting

About Us

We're a fast-growing fintech on a mission to redefine how Latin America manages its finances and this is your opportunity to be a crucial part of that transformation. Join a team of top talent from the world's leading fintech and tech companies, and help build a cross-border financial system that's modern, accessible, and built to scale.

Who we're looking for

This is ARQ's first dedicated Investment Advisor in Brazil. You'll build our advisory function from the ground up – sourcing clients, constructing portfolios, owning relationships, and writing the playbook every advisor we hire after you will follow. You'll sit inside the Wealth team, work directly with the founders, and own a book of business from day one.

What you'll do

  • Source and onboard advisory clients, drawing from ARQ's existing user base and from your own network and outbound efforts

  • Build and manage personalized portfolios across the products ARQ offers

  • Own the full client relationship lifecycle: discovery, onboarding, review, and retention

  • Bring insights from clients back to product to shape what ARQ builds next

  • Define what "an ARQ advisor" looks like – your standards, processes, and tooling become the template for every advisor we hire after you.

What you'll need to succeed

  • 3+ years in investment advisory, private banking, wealth management, or a multi-family office in Brazil

  • Fluent English – you'll work day-to-day with a team that operates across markets

  • Proven ability to source and convert clients on your own

  • Strong analytical skills and comfort building portfolios across multiple asset classes.

  • ANBIMA certifications (CPA-20 minimum, CEA preferred) and/or CVM-registered as AAI

  • The mindset of an owner: hungry, entrepreneurial, comfortable with ambiguity, and ready to build a business inside a business.

Benefits

  • Competitive salary and benefits

  • Stock options, so you own part of what you build

  • 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

  • Office Policy: 3-4 days a week in-office

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