Local Partner Sênior | Assessoria de Investimentos Local | Belo Horizonte
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Belo Horizonte region. Responsibilities include offering products and services through a specialized commercial approach and addressing client demands effectively.
Requirements
Candidates must have an active CEA certification and experience in managing investment portfolios. Strong commercial skills and communication abilities are essential, with CFP certification being a plus.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site