Graphene Partner Sênior | Segmento Private | São Paulo
C6 BankCore Responsibilities
Manage investment portfolios for MFO, Consulting, and Single Family Office clients while providing tailored financial solutions. Prospect new Family Office clients and maintain high-quality, consultative relationships with existing ones.
Requirements
Candidates must hold a CEA certification, with a CFP certification considered a plus. The role requires strong influence skills and the ability to work 100% on-site in São Paulo.
Key Skills & Technologies
Additional Information
Experience Level
5-10
Job Language
Portuguese
Work Mode
On-site