What You'll Do
As an Advisor Investimentos PL, you will manage client relationships and provide investment consulting. You will offer investment products and manage the investment portfolio for the segment, focusing on client needs and market scenarios.
What We're Looking For
Bachelor's degree required. Experience in investment sales is necessary. Technical knowledge of investment products (Treasury, Asset, and Brokerage) is essential. Active CEA certification is required, and CFP certification is a plus.
What We Offer
The position offers a comprehensive health and dental plan, life insurance, and a wellness program. There are educational partnerships and a corporate university for professional growth. Additional benefits include profit sharing, private pension plans, and special conditions on various products and services.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site