What You'll Do
Manage a portfolio of Private clients, ensuring personalized and consultative service. Develop asset allocation strategies based on risk profile and investment goals. Conduct comprehensive financial planning, including succession and wealth protection.
What We're Looking For
Bachelor's degree in Administration, Economics, Engineering, Law, Accounting, or related fields. Active CFP certification. Knowledge of financial markets and investment products. Understanding of regulatory norms (BACEN, CVM, ANBIMA).
What We Offer
Offers health and dental insurance, life insurance, wellness programs, and educational partnerships. Includes profit-sharing or bonuses based on eligibility, private pension plans, and special conditions on products and services.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site