Sales Executive, High-Net-Worth Individuals (HNWI) focus
At a glance
Mid-level Account Executive role at TechBiz Global GmbH. Remote, Brazil · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Win and manage HNWI, family office, and boutique wealth manager accounts across São Paulo and Brazil
- Present AI-based algorithmic trading products through portfolio demonstrations and investor education
- Guide prospects from initial lead generation through onboarding and ongoing client support
- Work with marketing and product teams to tailor offerings and strengthen acquisition efforts
- Track financial regulations, market movements, and competitors while pursuing revenue and client goals
What you bring
- At least five years selling through private banking, wealth management, asset management, or fintech
- An established São Paulo network among HNWI clients, family offices, and investment advisers
- A record of achieving sales goals for high-value financial products
- A business, finance, economics, or related degree, with MBA or CFA as an advantage
- Native Portuguese, fluent English, and familiarity with algorithmic trading or alternative investments
Who this fits
This suits a mid-level sales professional with financial-services expertise, strong São Paulo relationships, and comfort presenting complex investment products. You’ll work remotely from São Paulo while serving clients across Brazil. Spanish would strengthen your profile, but it is an added advantage.
From the employer
At TechBiz Global, we are providing recruitment service to our TOP clients from our portfolio. We are currently looking for a skilled Sales executive to join one of our clients' teams. We are seeking a candidate with strong experience in financial services, wealth management, or fintech sales to build and grow the client base among HNWI and ultra-HNWI investors in São Paulo. The role involves business development, client relationship management, and execution of high-touch sales strategies to introduce client’s proprietary algorithmic trading models as premium investment solutions.
Key Responsibilities
Develop and execute a sales strategy to acquire and manage HNWI clients, family offices, and boutique wealth managers in São Paulo and broader Brazil.
Promote client’s AI-driven algorithmic trading products as differentiated solutions for portfolio diversification, alpha generation, and risk management.
Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention.
Conduct client presentations, portfolio demonstrations, and educational sessions to articulate the value of algorithmic trading.
Collaborate with the marketing and product teams to customize offerings and improve client acquisition campaigns.
Stay informed on local financial regulations, market trends, and competitive landscape to identify opportunities.
Manage the end-to-end sales cycle, from lead generation to onboarding and after-sales client support.
Meet and exceed quarterly revenue and client acquisition targets.
Bachelor’s degree in Business, Finance, Economics, or related field (MBA/CFA a plus).
5+ years of experience in sales within private banking, wealth management, asset management, or fintech.
Strong network and relationships with HNWI / family offices / investment advisors in São Paulo.
Proven track record of meeting or exceeding sales targets in high-value financial products.
Excellent presentation, negotiation, and relationship management skills.
Knowledge of algorithmic trading, hedge funds, structured products, or alternative investments strongly preferred.
Bilingual: Portuguese (native) and English (fluent). Spanish is a plus.
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