Carbon Partner Sênior | Assessoria de Investimentos Local | Goiânia
Core
Senior investment advisor managing client portfolios and offering financial products (fixed income, variable income, funds, pensions) in Goiânia.
Role type
Senior investment advisor (local)
Builds
Personalized investment recommendations and client portfolio management
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
CEA certification, commercial profile, negotiation skills, economic scenario analysis
Preferred skills
CFP certification, client portfolio management experience
Technologies
C6 Bank products (fixed income, variable income, funds, pensions)
Responsibilities
Manage clients and investment advisory in the Goiânia region; Offer products and services through a specialized commercial approach; Receive and solve client demands; Filter and prioritize demands for other teams; Monitor the economic scenario and market updates.