Carbon Partner Sênior | Assessoria de Investimentos Local | Curitiba
Core
Senior investment advisor managing client portfolios and offering financial products (fixed income, variable income, funds, pensions) in Curitiba.
Role type
Senior investment advisor (IC)
Builds
Personalized investment recommendations and client portfolio management
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Active CEA certification, portfolio management, commercial approach, client relationship management, market analysis
Preferred skills
CFP certification
Technologies
None stated
Responsibilities
Manage clients and investment advisory in the Curitiba region; Offer products and services through a specialized commercial approach; Receive and solve client demands; Filter and prioritize demands for other teams; Monitor economic scenario and market updates
Seniority
Senior, hands-on IC
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