Pessoa Assessora de Investimentos Pleno | Assessoria PJ
Core
Build long-term relationships with a portfolio of corporate clients and provide personalized investment recommendations using a national and international product shelf.
Role type
Mid-level corporate investment advisor
Builds
Corporate investment portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Portfolio management for corporate clients, active CEA certification, commercial sales approach, economic scenario analysis
Preferred skills
Communication skills, resilience, discipline, organization
Technologies
C6 Bank product platform
Responsibilities
Manage corporate investment portfolios, prospect for new corporate investor clients, update knowledge on local and global economic scenarios
Seniority
Mid-level, hands-on IC
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