Dexis - Especialista de Investimentos - Regionais CP e CLP
SicrediWhat You'll Do
Act as a technical and commercial reference in developing Private and Corporate segments. Conduct consultative meetings with investors, identifying opportunities and supporting complex negotiations. Maintain records in the internal system to ensure tracking of opportunities and results.
What We're Looking For
Bachelor's degree and completed specialization or MBA. Active CEA and CFP certifications. Experience with high-net-worth investors and complex asset negotiations. Knowledge of investment products, financial planning, and economic scenarios.
What We Offer
The role offers a competitive salary with benefits including health and dental plans, education assistance, childcare support, and a complementary pension plan. There is a focus on remote work with occasional travel for strategic meetings.
Key Skills & Technologies
Additional Information
Experience Level
Senior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site