What You'll Do
Welcome the needs of associates and use technology to interpret and generate insights from their data, suggesting the best financial solutions. Manage and develop a portfolio of individual and corporate associates, ensuring compliance with established commercial agendas. Prospect new associates and businesses, conducting visits to enhance relationships and identify new opportunities.
What We're Looking For
Bachelor's degree in finance, administration, or related fields. At least 2 years of experience managing portfolios in financial institutions. Knowledge of financial products and services. Certification from Anbima CPRO-R or CPRO I. Must reside in Eunápolis or the surrounding area.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site