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ARQ is a fast-growing fintech focused on redefining how people interact with money across borders and building infrastructure for seamless value transfer globally.
You will be ARQ's founding Investment Advisor in Brazil, owning and building the Wealth and Investments Advisory function from the ground up. This is a high-ownership role with the opportunity to become ARQ's investments advisory authority in Brazil and, as the business grows, take on broader leadership of the local Wealth function.
Key responsibilities include:
- Own ARQ's investment advisory function in Brazil end-to-end
- Define the approach to investor profiling, risk assessment, investment objectives, and suitability
- Develop ARQ's investment philosophy, advisory methodology, and portfolio-construction approach
- Design and review model portfolios and investment recommendations across relevant asset classes
- Monitor the quality and suitability of recommendations and ensure proper documentation of underlying rationale
- Review and approve investment content, portfolio communications, and customer-facing advisory materials
- Act as the Responsible Officer in charge of investment advisory activity and serve as primary contact with BCB (Central Bank of Brazil) and other regulatory bodies
- Own regulatory processes applicable to advisory activity, including annual Formulário de Referência and relevant policies, disclosures, and records
- Contribute to ARQ's broader Wealth roadmap in Brazil, including future products
- Work with ARQ's global teams to translate investment vision into a simple, high-quality customer experience
Requirements:
- 3+ years of experience in investment advisory, wealth management, portfolio management, or private banking at a regulated financial institution
- Hands-on experience advising clients on investment strategies, portfolios, or financial products
- Strong understanding of investor objectives, risk profiles, investment horizons, and portfolio suitability
- Broad knowledge of investment products (fixed income, funds, equities, ETFs, private credit, pension products)
- Strong investment judgment and ability to communicate recommendations clearly
- High ownership and ability to make sound decisions in fast-moving, high-accountability environment
- Native Portuguese and professional English
Nice-to-haves:
- Experience at a digital broker, robo-advisor, or wealth fintech
- Experience designing model portfolios or standardized investment strategies
- Knowledge of ETFs and US-listed securities
- Experience building or launching a new investment advisory business
- Previous authorization as a Consultor de Valores Mobiliários
- CEA, CGA, CNPI, CFP, or CFA Level III certification
- Experience interacting with BCB or supporting regulatory reviews
