Carbon Partner Sênior | Assessoria de Investimentos Local | Rio de Janeiro
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Rio de Janeiro region, including offering specialized products and services through a commercial approach. Responsibilities also include handling client demands, filtering requests for other teams, and monitoring the economic scenario and market updates.
Requirements
The mandatory requirement for this position is holding the CEA certification, with CFP being a differential, and availability to work 100% in person. Desirable experience includes managing client portfolios and investment products, alongside strong commercial skills in communication and negotiation.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site