Carbon Partner Pleno | Assessoria de Investimentos Local | Porto Alegre
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Porto Alegre region, including offering specialized products and services to meet client needs. Responsibilities also include handling client demands, filtering requests for other teams, and monitoring the economic and market scenario.
Requirements
A mandatory active CEA certification is required, with CFP being a differential. Candidates must be available to work 100% in person and should ideally have experience managing investment portfolios and products, alongside strong commercial, communication, and negotiation skills.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site