Carbon Partner Sênior | Assessoria de Investimentos Local | Franca SP
C6 BankCore Responsibilities
Manage clients and investment advisory services in the Franca, SP region, offering specialized products and services. Monitor economic scenarios and resolve client demands using available tools and authorities.
Requirements
Requires an active CEA certification and experience in client portfolio and investment product management. A commercial profile with strong communication skills is essential, and CFP certification is a plus.
Key Skills & Technologies
Additional Information
Experience Level
5-10
Job Language
Portuguese
Work Mode
On-site