Carbon Partner Sênior | Assessoria de Investimentos Local | Curitiba
C6 BankCore Responsibilities
The role involves managing clients and providing investment advisory services in the Curitiba region, offering a wide range of national and international products. Activities include making specialized commercial offers, resolving client demands, filtering requests for other teams, and monitoring the economic market.
Requirements
Candidates must hold an active CEA certification, with CFP being a differential, and have necessary experience in client portfolio and investment product management. Strong commercial skills, communication, and negotiation abilities are required for this 100% in-person position.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site