WEALTH MANAGEMENT SPECIALIST I | HIGH - São Paulo, SP
Banco InterWhat You'll Do
Manage and develop consultative relationships with a portfolio of high-net-worth clients. Provide personalized investment advisory through digital channels. Conduct active commercial routines to attract resources and new business. Analyze macroeconomic scenarios and translate trends into investment recommendations.
What We're Looking For
Bachelor's degree required. C Pro-R certification. Experience with high-net-worth clients with a minimum ticket of R$ 1 million. Proficiency in Microsoft Office. Strong knowledge of the financial market and investment products.
What We Offer
The company offers a comprehensive benefits package including health and dental insurance, extended parental leave, and training programs. There are also perks like meal vouchers and transportation allowances.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site