Carbon Partner Sênior | Assessoria De Investimentos Local | Brasília

C6 Bank

Brasília, Brazil
Not specified; benefits: meal vouchers, health/den...
On-site
Active cea certification required
Client portfolio management experience
In-person work requirement
The role involves managing an investment advisory team and clients in the Brasília region with a focus on personalized financial solutions

Job Summary

  • The role involves managing an investment advisory team and clients in the Brasília region with a focus on personalized financial solutions.
  • Candidates must possess an active CEA certification and have prior experience handling investment portfolios and products.
  • The company offers extensive benefits including onsite wellness centers, corporate transportation, and extended parental leave policies.

Matching Summary

The role involves managing an investment advisory team and clients in the Brasília region with a focus on personalized financial solutions.

Salary

Not specified; Benefits: Meal vouchers, health/dental insurance, life insurance, gym access, therapy services, onsite spa and clinic

Skills & Requirements

Must-have

  • Active CEA certification required
  • Client portfolio management experience
  • In-person work requirement
  • Sales and negotiation skills
  • Market scenario analysis

Nice-to-have

  • CFP certification preferred
  • Strong communication abilities
  • Personalized investment recommendations
  • Customer relationship building

Key Requirements

  • Active CEA certification mandatory
  • CFP certification is a differentiator
  • 100% in-office presence required
  • Experience with investment product sales

Work Rights

Not specified

Tailored Resume

Cover Letter