Local Partner Sênior | Carbon Investidor
C6 BankCore Responsibilities
The role involves prospecting new high net worth clients and managing an existing client portfolio. The focus is on providing consultative and high-quality service to meet individual client needs.
Requirements
Candidates must have a CEA certification, and a CFP certification is a plus. They should also possess strong influencing skills and the ability to build close relationships with clients.
Key Skills & Technologies
Additional Information
Experience Level
2-5 years
Job Language
Portuguese