What You'll Do
Manage clients and provide investment advisory services in the Belo Horizonte region. Offer products and services through a specialized commercial approach. Address client demands and resolve them with available resources. Monitor the economic landscape and market updates.
What We're Looking For
Active CEA certification is mandatory. CFP certification is a plus. Must have experience in managing client portfolios and investment products. Strong commercial profile with excellent communication and negotiation skills.
What We Offer
The position is 100% on-site in Belo Horizonte. The company offers a range of benefits including meal vouchers, health and dental plans, childcare assistance, and wellness programs.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site