Graphene Partner Sênior - Multi Family Office
C6 BankWhat You'll Do
Prospect and develop relationships with private clients. Connect clients to the best wealth and succession planning solutions. Continuously monitor client portfolios to ensure excellent service and strengthen relationships. Participate in meetings, events, and networking initiatives to generate business.
What We're Looking For
Certification as a CFP is mandatory. High ability to influence and maintain close relationships with clients. Availability to work 100% on-site in São Paulo.
What We Offer
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.
Key Skills & Technologies
Additional Information
Experience Level
Senior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site