What You'll Do
Establish and maintain relationships with clients, providing investment consulting. Offer investment products and manage the investment portfolio for the segment. Develop strategies and recommendations to guide decision-making and enhance portfolio diversification.
What We're Looking For
Bachelor's degree required. Experience in investment sales is necessary. Technical knowledge of investment products (Treasury, Asset Management, Brokerage) is essential. Active CEA certification is required.
What We Offer
The company offers health and dental insurance, life insurance, a wellness program, and educational partnerships. There are also profit-sharing opportunities, private pension plans, and special conditions on various products and services.
Key Skills & Technologies
Additional Information
Experience Level
Senior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site