Pessoa Assessora de Investimentos Sênior | Assessoria PJ

Build and maintain long-term relationships with a portfolio of clients. Manage investment portfolios for corporate clients. Conduct prospecting for corporate investor clients and provide advisory services with a commercial and specialized approach. Stay updated on local and global economic scenarios.

Bachelor's degree in Economics, Administration, Accounting, Engineering, or related fields. Active CFP certification. Experience managing corporate client portfolios. Strong commercial profile with excellent communication skills. Availability to work 100% on-site.

The company offers a range of benefits including meal vouchers, health and dental plans, childcare assistance, life insurance, and wellness programs. There are also facilities like a beauty salon, an on-site clinic, and a corporate van service.