Pessoa Assessora de Investimentos Pleno | Alta Renda
C6 BankCore Responsibilities
Manage client portfolios and provide specialized investment advisory services. Handle client demands, offer financial products, and monitor economic market updates.
Requirements
Requires an active CEA certification and experience in portfolio management and investment products. A CFP certification is considered a differential.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site