Assessor (a) de Investimentos - Sicredi Sul Minas RS/MG > Divinópolis/MG

Manage your portfolio through the management of deposit and pension objectives, conducting monthly follow-ups on results. Identify the needs of associates and act as their financial consultant, maintaining close relationships to expand business potential. Assist colleagues in operational processes related to investments and prospect new investors for the Cooperative.

Bachelor's degree in a relevant field. Ongoing or completed postgraduate studies. Professional experience in managing investor portfolios and/or financial planning. Knowledge of investment portfolio management, financial consulting, and basic economics. Proficiency in digital tools such as WhatsApp and Power BI. CEA certification is required; CFP certification is a plus.

The company offers a national health plan for you and your dependents, food allowance, childcare assistance, education assistance, private pension, life insurance, service time bonus, and benefits related to health and well-being.