Investment Executive

Description

Position Summary: We are seeking an Investment Executive for the Women-Only Segment to manage portfolios and coordinate account opening processes, generating cross-functional synergies. Key Highlights: 1. Being part of a dynamic team focused on excellence and growth. 2. Professional development opportunities in a challenging environment. 3. Active participation in key projects driving business evolution. **We are looking for talent to join the Women-Only team!** At Banco Comafi, we aim to hire an **Investment Executive for the Women-Only Segment**, focusing on portfolio management, coordination of account opening processes, and generation of cross-functional synergies to deliver an integrated experience to our clients. **Main Responsibilities:** * Support acquisition initiatives targeting specific client groups. * Coordinate onboarding of broker-dealer accounts / fund shareholders and associated offerings. * Collaborate with Client Onboarding teams to ensure efficiency and timely activation. * Manage client portfolios and assets under management (AUM). * Foster synergy with other departments to optimize the business partner (BP) experience. ###### **Requirements** * University degree completed (preferably in finance, economics, or related fields). A Master’s degree in Finance is highly valued. * Experience in investment management, client relationship management, and coordination of operational processes. * Analytical skills, attention to detail, clear communication, and a collaborative mindset. * Ability to make sound decisions, assess risks, and contribute strategic solutions. ###### **Benefits** * Being part of a dynamic team focused on excellence and growth. * Professional development opportunities in a challenging and collaborative environment. * Active participation in key projects driving business evolution.