Assessor de Investimentos Jr. | Investimentos | Vaga Afirmativa para Pessoas com Deficiência
C6 BankCore Responsibilities
The role involves building and maintaining long-term relationships with a portfolio of individual clients and prospecting new investor clients. Responsibilities also include providing investment advisory services, offering products through a commercial and consultative approach, and monitoring local and global economic scenarios.
Requirements
Candidates must have a degree in Economics, Administration, Accounting, Engineering, or related fields, along with the mandatory CPA-20 certification. Previous experience in serving individual clients or related areas is required, along with a commercial profile and availability for 100% in-person work.
Key Skills & Technologies
Additional Information
Experience Level
0-2
Job Language
Portuguese
Work Mode
On-site