Carbon Partner Pleno | Assessoria De Investimentos Local | Ribeirão Preto

C6 Bank

Ribeirão Preto, São Paulo, Brazil
Not specified; benefits: meal vouchers, health/den...
On-site
Active cpa-20 certification required
100% on-site work requirement
Client portfolio management experience
C6 Bank is seeking a Carbon Partner to manage investment clients in Ribeirão Preto, Brazil. The ideal candidate will have a CPA-20 certification and experience in investment management, with a strong emphasis on customer service and communication skills

Job Summary

  • The role involves managing client relationships and providing specialized investment advice for the Ribeirão Preto region.
  • Candidates must hold an active CPA-20 certification, with CEA and CFP considered advantageous differentiators.
  • The company offers extensive benefits including health insurance, a dedicated beauty salon, and flexible parental leave policies.

Matching Summary

Match Score: 85

C6 Bank is seeking a Carbon Partner to manage investment clients in Ribeirão Preto, Brazil. The ideal candidate will have a CPA-20 certification and experience in investment management, with a strong emphasis on customer service and communication skills.

Salary

Not specified; Benefits: Meal vouchers, health/dental plans, life insurance, WellHub, C6 Carbon card, spa access, lactation room, extended parental leave, bike rack, locker, recreational spaces

Skills & Requirements

Must-have

  • Active CPA-20 certification required
  • 100% on-site work requirement
  • Client portfolio management experience

Nice-to-have

  • CEA or CFP certification preferred
  • Strong commercial negotiation skills
  • Economic market scenario monitoring

Key Requirements

  • CPA-20 certification (mandatory)
  • CEA and CFP certifications (preferred)
  • Full-time on-site availability

Work Rights

Not specified

Tailored Resume

Cover Letter