Graphene Partner Sênior | Segmento Private | São Paulo
Core
Senior Private Banking relationship manager responsible for prospecting high-net-worth clients, managing their portfolios, and providing personalized financial solutions and investment strategies.
Role type
Senior Private Banking Relationship Manager (CSixer)
Builds
Personalized financial solutions and investment strategies for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
CFP certification, high-net-worth client prospecting, portfolio management, consultative and resolute client service, relationship building
Preferred skills
High influence, close client relationship management
Responsibilities
Prospecting new high-net-worth clients, managing the high-net-worth client portfolio, providing consultative and resolute client service, strengthening client relationships with dedicated high-quality service