The role involves providing personalized investment advice to clients and potential investors, offering solutions aligned with their profile and needs
Job Summary
The role involves providing personalized investment advice to clients and potential investors, offering solutions aligned with their profile and needs.
Key activities include suggesting investment solutions based on investor profiles, ensuring quality customer service, prospecting for new resources, and retaining current investments through consultative sales.
Benefits include profit sharing, medical assistance, food and meal allowances, childcare assistance, Wellhub, and transportation vouchers.
Matching Summary
The role involves providing personalized investment advice to clients and potential investors, offering solutions aligned with their profile and needs.