Sales Executive, High-Net-Worth Individuals (HNWI) focus

About the role

We are seeking a dynamic Sales Executive to drive growth of high‑net‑worth (HNWI) and ultra‑HNWI client relationships for a leading fintech client in São Paulo. The role focuses on promoting AI‑driven algorithmic trading solutions to family offices, boutique wealth managers and private investors.

Key responsibilities

• Develop and execute a sales strategy to acquire and manage HNWI clients, family offices and boutique wealth managers across São Paulo and Brazil.
• Promote proprietary AI‑driven algorithmic trading products as premium investment solutions for diversification, alpha generation and risk management.
• Build and maintain long‑term relationships, ensuring high client satisfaction and retention.
• Deliver client presentations, portfolio demonstrations and educational sessions.
• Collaborate with marketing and product teams to tailor offerings and optimise acquisition campaigns.
• Stay informed on local financial regulations, market trends and competitive landscape.
• Manage the full sales cycle from lead generation to onboarding and after‑sales support.
• Achieve and exceed quarterly revenue and client acquisition targets.

Required profile

• Bachelor’s degree in Business, Finance, Economics or related field (MBA/CFA a plus).
• 5+ years of sales experience in private banking, wealth management, asset management or fintech.
• Strong network with HNWI, family offices and investment advisors in São Paulo.
• Proven track record of meeting high‑value financial product sales targets.
• Excellent presentation, negotiation and relationship management abilities.
• Bilingual Portuguese (native) and English (fluent); Spanish a plus.

Required skills

• Algorithmic trading knowledge.