Carbon Partner Pleno | Assessoria de Investimentos Local | Ribeirão Preto
C6 BankCore Responsibilities
Manage client portfolios and provide investment advisory services in the Ribeirão Preto region. Offer specialized financial products and services while maintaining up-to-date knowledge of economic market trends.
Requirements
An active CPA-20 certification is mandatory, with CEA and CFP certifications considered a plus. Candidates should have experience in portfolio management and possess strong commercial, communication, and negotiation skills.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site