Carbon Partner Sênior | Assessoria de Investimentos Local | Porto Alegre
Core
Senior investment advisor managing client portfolios and providing personalized financial product recommendations in Porto Alegre.
Role type
Senior investment advisor (local)
Builds
Personalized investment portfolios and financial product offerings
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Active CEA certification, portfolio management, commercial sales, market analysis
Preferred skills
CFP certification, client portfolio management experience
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 resolve client demands; Filter and prioritize demands for other teams; Monitor the economic scenario and market updates.
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