Carbon Partner Sênior | Assessoria de Investimentos Local | Belo Horizonte
Core
Senior investment advisor managing client portfolios and offering financial products (fixed income, variable income, funds, pensions) in Belo Horizonte.
Role type
Senior investment advisor (local)
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, market analysis
Preferred skills
CFP certification
Technologies
N/A
Responsibilities
Manage clients and investment advisory in the Belo Horizonte 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.
Seniority
Senior, hands-on IC
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