Investment Advisor – Brazil

Posted 5 Days Ago
Be an Early Applicant
São Paulo, BRA
Hybrid
Mid level
Fintech • Software • Financial Services
The Role
Build ARQ's Brazil advisory function: source and onboard clients, construct and manage multi-asset portfolios, own client lifecycle and retention, feedback product insights, and define advisor standards and processes.
Summary Generated by Built In

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.

Why join us

  • Sign-on stock options bonus, so you become part of the success of the company

  • Discretionary performance bonus (stock options)

  • Latest technology to work with

  • Be part of our growing São Paulo hub, working alongside founders and senior leaders

  • A world-class team where you'll learn fast and grow even faster.

Skills Required

  • 3+ years in investment advisory, private banking, wealth management, or multi-family office in Brazil
  • Fluent English
  • Proven ability to source and convert clients independently
  • Strong analytical skills and ability to build portfolios across multiple asset classes
  • ANBIMA CPA-20 certification (minimum)
  • ANBIMA CEA certification
  • CVM registration as AAI
  • Entrepreneurial/owner mindset; comfortable with ambiguity and building processes
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The Company
HQ: New York, New York
153 Employees

What We Do

ARQ opens the world's strongest assets and markets to travelers, investors, and professionals in the Americas – so they can grow their money wherever they are.

Why Work With Us

We believe that small teams with the best talent outcompete massive companies with mediocre capabilities. That's why we have gathered a set of people who have done it before at iconic companies. In our quest to reshape the global financial system we have raised tens of millions of dollars from leading investors (Sequoia Capital, Founders Fund, etc)

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