Pessoa Assessora De Investimentos Pleno | Assessoria Pj
C6 Bank
São Paulo, Brazil
Not specified; benefits: vale-refeição, vale-alime...
On-site
Active cea certification required
Prior experience with corporate clients
Strong commercial communication skills
C6 Bank is seeking a mid-level Investment Advisor (Pessoa Assessora De Investimentos Pleno) to provide personalized investment advice to corporate clients in São Paulo. The ideal candidate should have a background in economics, administration, or related fields, possess an active CEA certification, and demonstrate strong commercial acumen
Job Summary
The role involves building long-term relationships with a portfolio of corporate investment clients while offering personalized financial recommendations.
Candidates must possess an active CEA certification and have prior experience serving corporate (PJ) clients to succeed in this position.
The company offers extensive benefits including health insurance, on-site spa services, and flexible parental leave policies.
Matching Summary
Match Score: 85
C6 Bank is seeking a mid-level Investment Advisor (Pessoa Assessora De Investimentos Pleno) to provide personalized investment advice to corporate clients in São Paulo. The ideal candidate should have a background in economics, administration, or related fields, possess an active CEA certification, and demonstrate strong commercial acumen.
Salary
Not specified; Benefits: Vale-Refeição, Vale-Alimentação, Plano de saúde e odontológico, Auxílio-Creche, Seguro de Vida, WellHub/TotalPass, Conexa therapy, Cartão C6 Carbon, Carbon Spa, Sala de amamentação, Empresa Cidadã, Bicicletário, Vestiário, Espaço de convivência
Skills & Requirements
Must-have
Active CEA certification required
Prior experience with corporate clients
Strong commercial communication skills
100% in-person work requirement
Nice-to-have
Resilience and high intensity profile
Constant economic scenario updates
Discipline and organizational skills
Long-term client relationship building
Key Requirements
Active CEA certification mandatory
Degree in Economics, Administration, Accounting, or Engineering