Pessoa Assessora de Investimentos Sênior | Belo Horizonte
C6 BankCore Responsibilities
The role involves building and maintaining long-term relationships with a portfolio of clients and prospecting for new investor clients. Additionally, the position requires providing specialized investment advisory services and staying updated on local and global economic scenarios.
Requirements
Candidates must hold a CFP certification and have experience managing client investment portfolios. Strong commercial skills and effective communication abilities are essential, along with a high level of resilience, intensity, discipline, and organization.
Key Skills & Technologies
Additional Information
Experience Level
5-10 years
Job Language
Portuguese