Carbon Partner Sênior | Assessoria de Investimentos Local | Brasília
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Brasília region, offering personalized recommendations across a wide range of national and international products. Activities include making commercial and specialized product/service offers, resolving client demands, filtering requests for other teams, and monitoring the economic and market landscape.
Requirements
Candidates must hold the mandatory CEA certification, with CFP being a differential, and must be available to work 100% in person. Desirable experience includes managing investment product portfolios, alongside strong commercial acumen, communication, and negotiation skills.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site