Investment Advisor
ARQ is a financial services platform that lets users in Latin America hold global currencies, make cross-border payments, invest in international markets, and spend worldwide with a card.
Funding history
Projects
About ARQ ( Prev DolarApp )
ARQ serves travelers, investors, and professionals across Latin America who need access to global currencies and financial markets. Users can hold digital dollars and euros, receive and send international payments via dedicated US and European account details, invest in US stocks and ETFs, and spend globally with a card at market conversion rates. The platform is available across Mexico, Argentina, Colombia, and Brazil.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will establish and lead the investment advisory function in Brazil. You will profile investors, assess risk and suitability, develop investment methodologies and model portfolios, review advisory materials, oversee regulatory processes, and act as a primary contact with the BCB and other regulators.
Requirements
- 3+ years of experience in investment advisory, wealth management, portfolio management, or private banking at a regulated financial institution.
- Experience advising clients on investment strategies, portfolios, or financial products.
- Understanding of investor objectives, risk profiles, investment horizons, and portfolio suitability.
- Knowledge of fixed income, funds, equities, ETFs, private credit, and pension products.
- Ability to communicate investment recommendations clearly.
- Native Portuguese and professional English.
Responsibilities
- Own the investment advisory function in Brazil.
- Define investor profiling, risk assessment, investment objectives, and suitability approaches.
- Develop the investment philosophy, advisory methodology, and portfolio-construction approach.
- Design and review model portfolios and investment recommendations.
- Monitor recommendation quality and suitability and document the underlying rationale.
- Review and approve investment content, portfolio communications, and customer-facing advisory materials.
- Act as the responsible officer for investment advisory activity and primary contact with the BCB and other regulators.
- Own regulatory processes, including the annual Formulário de Referência and relevant policies, disclosures, and records.
- Contribute to the Wealth roadmap for investment, savings, and trading products.
- Translate the investment vision into a simple customer experience with global teams.
Benefits
- Stock options
- Discretionary performance bonus
- Latest tools and technology
- Office attendance policy of 3–4 days per week
