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Banco Btg Pactual · Sao Paulo, BR

# Investment Advisor B2C - São Paulo

Sao Paulo, BR Finance & Accounting 

Listed on Banco Btg Pactual’s official careers site. Posted August 14, 2026. Check that it is still open and apply there.
[Apply on Banco Btg Pactual’s careers site →](https://carreiras.btgpactual.com/vagas?gh_jid=6144223004)

[OpenNash Jobs](https://jobs.opennash.com/) / [Banco Btg Pactual](https://jobs.opennash.com/companies/banco-btg-pactual/) / Investment Advisor B2C - São Paulo

## Job description

Faça parte do time de Assessores de Investimentos do B2C no BTG Pactual.

### No seu dia a dia

Construir e manter relacionamento de longo prazo com uma carteira de clientes; Buscar e prospectar ativamente novos clientes; Atualização constante sobre o cenário econômico local e global; Entender as estratégias dos gestores e mercado e explicá-las aos clientes; Responsável pela oferta de produtos de investimentos e bancários, realizando atendimento 360°.

### Esperamos de você

Formação completa, preferencialmente em Administração, Economia, Engenharia ou Finanças; Sólida experiência com gestão de investimentos e clientes alta renda; C onhecimento em produtos bancários diversos; Certificações CPRO-R; CPRO-I e/ou CFP; Disponibilidade para trabalhar 100% presencial na Av. Faria Lima.

### Benefícios

Participação nos Lucros e Resultados (PLR); Auxílio Alimentação e Refeição; Plano Médico; Plano Odontológico; Auxílio Creche/Babá; Vale Transporte; WellHub; TotalPass; Programa de Apoio Pessoal (EAP); Planos por adesão como Previdência Privada e Seguro de Vida; Desconto em Farmácia; Programa de Nutrição; Programa de Gestantes; Licença Maternidade e Paternidade Estendida – empresa Cidadã.

## At a glance
- Posted by the employer: Aug 14, 2026
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 67 days
- Location: Sao Paulo, BR[Apply on Banco Btg Pactual’s careers site →](https://carreiras.btgpactual.com/vagas?gh_jid=6144223004)

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