Pessoa Assessora de Investimentos Pleno | Alta Renda
C6 BankCore Responsibilities
The role involves building and maintaining long-term relationships with a portfolio of high-net-worth clients, actively prospecting new investors, and providing specialized advisory services by offering national and international investment products.
Requirements
Candidates must possess the mandatory CEA certification and experience in managing investment client portfolios, demonstrating strong commercial acumen and communication abilities. A CFP certification is considered a differential, alongside high levels of resilience, discipline, and organization.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
Portuguese
Work Mode
On-site