Private B2B | Closer / Shadow Banker (Recife)

Support advisors in managing Private clients by providing specialized assistance with wealth management needs. Collaborate in commercial meetings and develop wealth solutions. Identify new business opportunities and deepen client relationships.

Experience with high-net-worth clients. Knowledge of financial products and wealth management solutions. Excellent communication and relationship skills. Organizational skills and ability to work in a commercial environment.

The position is CLT (Consolidação das Leis do Trabalho). The work model is flexible, with a preference for in-person interactions to enhance workplace relationships.