Carbon Partner Pleno | Assessoria de Investimentos Local | Brasília
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Brasília region, offering a wide range of national and international products tailored to client profiles. Activities include commercial sales approaches, resolving client demands, filtering requests for other teams, and monitoring the economic market.
Requirements
Candidates must hold the mandatory CEA certification, with CFP being a differential, and must be available to work 100% in person. Desirable experience includes managing investment portfolios and products, alongside strong commercial, communication, and negotiation skills.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site