C6 Bank

Graphene Partner Sênior | Segmento Private | Porto Alegre

C6 Bank

Core Responsibilities

The role involves managing Private segment clients by offering personalized financial solutions and banking products, focusing heavily on building strong client relationships. Key activities include prospecting High-Income clients, managing their portfolios, and providing consultative, resolution-focused service in partnership with advisory teams.

Requirements

Candidates must hold the mandatory CEA certification and possess high capacity for influence and close client relationship building. A CFP certification is considered a differential, and the role requires 100% in-person availability in Porto Alegre.

Additional Information

Experience Level

5-10

Job Language

Portuguese

Work Mode

On-site