Pessoa Assessora de Investimentos Sênior | Alta Renda High | Rio de Janeiro
C6 BankWhat You'll Do
Manage a portfolio of high net worth clients, identifying opportunities and anticipating needs. Conduct continuous market analysis and provide economic insights to clients. Cultivate client relationships to increase investment volume and promote loyalty. Present and offer investment products tailored to client needs.
What We're Looking For
Bachelor's degree in Economics, Administration, Accounting, Engineering, or related fields. Active CFP certification is mandatory. Proven experience in advising high net worth clients. Strong commercial profile with excellent communication skills. Availability to work 100% on-site in Rio de Janeiro.
What We Offer
The company offers a range of benefits including meal and food vouchers, health and dental insurance, 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