Carbon Partner Pleno | Assessoria de Investimentos Local | Rio de Janeiro
C6 BankCore Responsibilities
Manage client relationships and provide investment advisory services in the Rio de Janeiro region. Offer products and services through a specialized commercial approach. Address client demands and resolve them using available resources. Monitor the economic landscape and market updates.
Requirements
CEA certification is mandatory; CFP certification is a plus. Must be available to work 100% on-site. Desired experience in managing client portfolios and investment products. Strong commercial profile with excellent communication and negotiation skills.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site