Carbon Partner Sênior | Assessoria De Investimentos Local | Franca Sp

C6 Bank

Franca, São Paulo, Brazil
Not specified; benefits: vale-refeição, vale-alime...
On-site
Active cea certification required
100% on-site work requirement
Client portfolio management experience
The role involves managing investment advisory for clients in the Franca region with a focus on personalized recommendations

Job Summary

  • The role involves managing investment advisory for clients in the Franca region with a focus on personalized recommendations.
  • Candidates must possess an active CEA certification and be available to work 100% on-site at the local office.
  • The company offers extensive benefits including health insurance, wellness programs, and unique perks like an on-site spa and therapy services.

Matching Summary

The role involves managing investment advisory for clients in the Franca region with a focus on personalized recommendations.

Salary

Not specified; Benefits: Vale-Refeição, Vale-Alimentação, Plano de saúde e odontológico, Auxílio-Creche, Seguro de Vida, WellHub | TotalPass, Conexa | Psicologia Viva, Carbon Academy, Cartão C6 Carbon, Carbon Spa, Carbon Care, Sala de amamentação, Empresa Cidadã, Bicicletário, Vestiário, Van corporativa, Espaço de convivência

Skills & Requirements

Must-have

  • Active CEA certification required
  • 100% on-site work requirement
  • Client portfolio management experience
  • Investment product sales expertise
  • Strong commercial negotiation skills

Nice-to-have

  • CFP certification preferred
  • Economic scenario monitoring ability
  • Personalized client relationship building
  • Market updates analysis capability

Key Requirements

  • Active CEA certification mandatory
  • Experience in client portfolio management
  • Availability for full-time on-site work
  • CFP certification is a differentiator

Work Rights

Not specified

Tailored Resume

Cover Letter