Private Banker (São Paulo

Company Description Criteria Financial Group is an independent financial institution founded in 2014, building on entrepreneurial roots and experience in the Brazilian equity market since 1989. The firm focuses on enhancing wealth generation and preservation for individual, family, and corporate clients. In addition to investments, Criteria offers integrated services in credit, insurance, foreign exchange, and mergers & acquisitions. With over BRL 12 billion in assets under custody, more than 250 team members, and 16,000 clients, the company emphasizes long-term relationships that span generations. Criteria is committed to creating a better future for clients and the broader financial ecosystem through sophisticated, creative solutions.

Role Description This is a full-time, on-site Private Banker role based in São Paulo, SP. The Private Banker will manage and grow a portfolio of high-net-worth clients, providing tailored financial planning, investment advisory, and private banking solutions aligned with client objectives and risk profiles. Responsibilities include developing asset allocation strategies, monitoring portfolio performance, and proactively identifying opportunities to optimize returns and preserve capital. The role involves regular client meetings, preparation of investment proposals, coordination with internal specialists in credit, insurance, and foreign exchange, and ensuring adherence to regulatory and internal compliance standards. The Private Banker will also contribute to business development by cultivating new relationships and strengthening long-term partnerships across individual, family, and corporate segments.

Qualifications

• Strong foundation in Finance and Private Banking, with the ability to structure comprehensive wealth management solutions.
• Demonstrated experience in Investments and Asset Allocation, including portfolio construction and ongoing performance monitoring.
• Expertise in Financial Planning, with a focus on long-term, goals-based advice for individual, family, and corporate clients.
• Bachelor’s degree in Economics, Finance, Business Administration, or a related field; relevant postgraduate studies or certifications (e.g., Ancord, CFP) are an advantage.
• Proven track record in relationship management and business development within the high-net-worth or ultra-high-net-worth segment.
• Excellent analytical, negotiation, and communication skills, with a consultative and client-centric approach.
• Familiarity with Brazilian financial markets, regulatory environment, and wealth management products (investments, credit, insurance, FX).
• Ability to work on-site in São Paulo (SP), in a collaborative, multidisciplinary environment and handle confidential information with discretion.