Graphene Partner Pleno | Segmento Private | São Paulo
Core
Manage investments for Family Office clients, offering financial solutions and products onshore and offshore platforms with a focus on personalized advisory relationships.
Role type
Senior Client Success Manager (Family Office)
Builds
Investment portfolios and financial strategies for private clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
CEA certification, portfolio management, client prospecting, consultative advisory, relationship building
Preferred skills
CFP certification
Technologies
Investment platforms (onshore/offshore)
Responsibilities
Prospecting new Family Office clients, managing investment portfolios, providing consultative and resolution-focused client service, strengthening client relationships with dedicated high-quality service
Seniority
Senior, hands-on IC
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