What You'll Do
Provide relationship management and consulting for clients. Offer investment products and manage advisory for the investment portfolio. Develop strategies and recommendations to guide decision-making.
What We're Looking For
Bachelor's degree required. Experience in investment sales. Technical knowledge of investment products (Treasury, Asset Management, Brokerage). Active CEA certification required.
What We Offer
Offers health and dental insurance, life insurance, wellness programs, and educational partnerships. Includes profit-sharing or bonuses based on eligibility.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site