Gerente de Relacionamento Sênior - Alta Renda | Carbon Investidor
C6 BankCore Responsibilities
The role involves managing and servicing High-Net-Worth clients by offering personalized financial solutions and banking products. Key activities include prospecting new clients, managing the existing portfolio, and providing consultative service in partnership with advisory teams.
Requirements
Candidates must possess the CEA certification, which is mandatory, and CFP certification is considered a differential. Essential requirements include a high capacity for influence and maintaining close relationships with clients, along with a commitment to 100% in-person work.
Key Skills & Technologies
Additional Information
Experience Level
5-10
Job Language
English
Work Mode
On-site