Carbon Partner Sênior | Assessoria de Investimentos Local | Porto Alegre
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Porto Alegre region, including offering specialized products and services through a commercial approach. Responsibilities also include handling client demands, directing complex issues to other teams, and continuously monitoring the economic and market landscape.
Requirements
Mandatory requirements include an active CPA-20 certification, with CEA and CFP certifications being advantageous. Candidates should possess a commercial profile with strong communication and negotiation skills, and ideally have experience managing investment portfolios.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site