Pessoa Assessora de Investimentos Sênior | Campinas
C6 BankCore Responsibilities
The role involves building and maintaining long-term relationships with a portfolio of clients while actively prospecting new investor clients. Responsibilities also include providing specialized advisory services by offering relevant products and services.
Requirements
Candidates must possess the mandatory CFP certification and have prior experience managing client portfolios and investment products. A commercial profile with strong communication skills, high resilience, discipline, and organization is essential.
Key Skills & Technologies
Additional Information
Experience Level
5-10
Job Language
Portuguese
Work Mode
On-site