Graphene Partner Pleno | Segmento Private | São Paulo

C6 Bank

São Paulo, Brazil
Not specified; benefits: vale-refeição, vale-alime...
On-site
Family office client acquisition
Investment portfolio management
Consultative client relationship management
C6 Bank is seeking a Graphene Partner Pleno for its São Paulo office, focusing on managing investments and providing personalized financial solutions to clients. The ideal candidate should possess a CEA certification, have excellent client relationship skills, and be available for full-time on-site work

Job Summary

  • The role focuses on managing investments for Family Office and Single Family Office clients while offering tailored financial solutions across onshore and offshore platforms.
  • Candidates are expected to actively prospect new Family Office clients and manage their investment portfolios through a consultative and resolute approach.
  • The company offers extensive benefits including health insurance, wellness programs, childcare assistance, and unique perks like an in-office beauty salon and collaboration spaces.

Matching Summary

Match Score: 85

C6 Bank is seeking a Graphene Partner Pleno for its São Paulo office, focusing on managing investments and providing personalized financial solutions to clients. The ideal candidate should possess a CEA certification, have excellent client relationship skills, and be available for full-time on-site work.

Salary

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

Skills & Requirements

Must-have

  • Family Office client acquisition
  • Investment portfolio management
  • Consultative client relationship management
  • Onshore and offshore investment platforms

Nice-to-have

  • High influence and interpersonal skills
  • Dedicated high-quality service delivery
  • Strategic investment planning expertise

Key Requirements

  • CEA certification (mandatory)
  • CFP certification (preferred)
  • 100% onsite presence in São Paulo required

Work Rights

Not specified

Tailored Resume

Cover Letter