Local Partner Sênior | Assessoria de Investimentos Local | Curitiba
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Curitiba region. Responsibilities include offering products and services through a specialized commercial approach and addressing client demands effectively.
Requirements
Candidates must have an active CEA certification, with CFP as a differential. Experience in managing client portfolios and investment products is necessary, along with strong commercial and communication skills.
Key Skills & Technologies
Additional Information
Experience Level
2-5 years
Job Language
Portuguese