C6 Bank

Graphene Partner Sênior - Multi Family Office

C6 Bank

What 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.

Additional Information

Experience Level

Senior

Job Language

Portuguese

Employment Type

Full-time

Work Mode

On-site