Criteria Financial Group · Vitória, Espírito Santo, Brazil
**Company Description** Criteria Financial Group is a Brazil\-based financial services firm with entrepreneurial roots and a long\-standing presence in the Brazilian equity market since 1989\. Founded in 2014, the firm focuses on optimizing wealth generation and preservation for individual, family, and corporate clients. Criteria offers a comprehensive suite of services, including Investments, Credit, Insurance, Foreign Exchange, and Mergers \& Acquisitions. With more than R$12 billion in assets under custody, over 250 team members, and 16,000 clients, the firm emphasizes long\-term, multi\-generational relationships. Criteria leverages multidisciplinary expertise and creative solutions to contribute to a stronger financial ecosystem. **Role Description** This is a full\-time, on\-site Private Banker role based in Vitória (ES). The Private Banker will manage and grow a portfolio of high\-net\-worth and ultra\-high\-net\-worth clients, providing tailored financial and investment solutions aligned with their objectives and risk profiles. Daily responsibilities include conducting client meetings, performing detailed financial analyses, proposing asset allocation strategies, and monitoring portfolio performance. The role involves collaborating with internal specialists across Investments, Credit, Insurance, FX, and M\&A to deliver integrated wealth management solutions. The Private Banker will also be expected to identify new business opportunities, ensure regulatory and compliance standards are met, and maintain strong, long\-term client relationships. **Qualifications** * Strong foundation in Finance and solid understanding of Private Banking practices. * Proficiency in Investments and Asset Allocation to design and manage diversified portfolios. * \+3 years experience in comprehensive Financial Planning, including wealth preservation and succession strategies. * Excellent relationship management, communication, and negotiation skills with high\-net\-worth clients. * Bachelor’s degree in Finance, Economics, Business Administration, or a related field; postgraduate studies or relevant certifications (e.g., CFP, CFA) are an advantage. * Demonstrated ability to work with complex financial products and multi\-jurisdictional structures, respecting regulatory and compliance requirements. * Advanced Excel and analytical skills, with capacity to interpret market trends and risk factors. * Fluency in Portuguese and strong written and verbal communication skills; English or other languages are a plus. * Proactive, ethical, and results\-oriented approach, with a commitment to confidentiality and client service excellence.