Pessoa Assessora De Investimentos Junior | Alta Renda

C6 Bank

São Paulo, Brazil
Not specified; not specified; benefits: meal vouch...
On-site
Active cpa-20 certification required
In-person work availability mandatory
Experience in financial institutions
C6 Bank is seeking a Junior Investment Advisor for its Investment Advisory department in São Paulo, Brazil. The ideal candidate should possess an active CPA-20 certification and experience in financial institutions, as the role involves managing client relationships and offering tailored investment solutions

Job Summary

  • The role involves managing clients and providing personalized investment recommendations across fixed income, variable income, funds, and pension products.
  • Candidates must possess an active CPA-20 certification and have prior experience working within banks, brokerage firms, or insurance companies.
  • The company offers extensive benefits including health plans, wellness programs, on-site beauty services, and flexible parental leave policies.

Matching Summary

Match Score: 85

C6 Bank is seeking a Junior Investment Advisor for its Investment Advisory department in São Paulo, Brazil. The ideal candidate should possess an active CPA-20 certification and experience in financial institutions, as the role involves managing client relationships and offering tailored investment solutions.

Salary

Not specified; Not specified; Benefits: Meal vouchers, Health/Dental plan, Life insurance, Wellness access, On-site spa, Parental leave extension

Skills & Requirements

Must-have

  • Active CPA-20 certification required
  • In-person work availability mandatory
  • Experience in financial institutions

Nice-to-have

  • CEA certification preferred
  • Knowledge of international markets
  • Strong relationship building skills

Key Requirements

  • Active CPA-20 certification
  • Prior banking or brokerage experience
  • Willingness to work 100% onsite

Work Rights

Not specified

Tailored Resume

Cover Letter