Carbon Partner Pleno | Assessoria de Investimentos Local | Curitiba
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Curitiba region, offering a wide range of national and international products tailored to different investment profiles. 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 an active CPA-20 certification, with CEA and CFP being advantageous, and must be available to work 100% on-site in Curitiba. Desirable experience includes managing client portfolios and investment products, alongside strong commercial, communication, and negotiation skills.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site