Carbon Partner Pleno | Assessoria de Investimentos Local | Curitiba
Core
Manage client relationships and provide investment advisory services in the Curitiba region, offering a wide range of national and international financial products including fixed income, variable income, funds, and pension plans.
Role type
Investment Advisor (Financial Services)
Builds
Personalized investment recommendations and financial product offerings for individual clients, MEIs, and SMEs.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Active CEA certification, commercial profile, client portfolio management, financial product knowledge
Preferred skills
CFP certification, experience with client portfolio management
Technologies
CEA, CFP
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 the economic scenario and market updates.