Carbon Partner Sênior | Assessoria de Investimentos Local | Brasília
C6 BankCore Responsibilities
Manage clients and investment advisory services in the Brasília region through specialized commercial offerings. Monitor economic scenarios and resolve client demands using available tools and authority levels.
Requirements
Requires an active CEA certification and experience in client portfolio and investment product management. A CFP certification and strong commercial skills are considered a plus.
Key Skills & Technologies
Additional Information
Experience Level
5-10
Job Language
Portuguese
Work Mode
On-site