Carbon Partner Pleno | Assessoria de Investimentos Local | Porto Alegre
Core
Manage client relationships and provide investment advisory services in the Porto Alegre region, offering a wide range of national and international financial products including fixed income, variable income, funds, and pensions.
Role type
Investment Advisor (Financial Services)
Builds
Personalized investment recommendations and financial product offerings for individual clients, MEIs, and SMEs.
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Active CEA certification, commercial profile, negotiation skills, client portfolio management, economic scenario analysis
Preferred skills
CFP certification, experience with client portfolio management and investment products
Technologies
CEA, CFP
Responsibilities
Manage clients and investment advisory in the Porto Alegre region; Offer products and services through a specialized commercial approach; Receive and solve client demands using available access levels; Filter and prioritize demands for other teams; Monitor the economic scenario and market updates.
Seniority
Individual Contributor