Pessoa Assessora de Investimentos Sênior | Alta Renda High
C6 BankCore Responsibilities
Manage a portfolio of high net worth clients, identifying opportunities and anticipating needs. Conduct continuous market analysis and provide economic insights to clients. Cultivate client relationships to increase investment volume and promote loyalty. Present and offer investment products tailored to client needs to drive net asset growth.
Requirements
Bachelor's degree in Economics, Administration, Accounting, Engineering, or related fields. Active CFP certification is essential. Proven experience with high net worth clients (Private). Strong commercial profile with excellent communication skills. Availability to work 100% on-site in São Paulo.
Key Skills & Technologies
Additional Information
Experience Level
Senior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site