Carbon Partner Pleno | Assessoria de Investimentos Local | Ribeirão Preto
Core
Manage client relationships and investment advisory services for the Ribeirão Preto region, offering personalized recommendations across fixed income, variable income, funds, and pension products.
Role type
Investment Advisor (Financial Services)
Builds
Personalized investment portfolios and financial product offerings for individual clients, MEIs, and SMEs.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Active CPA-20 certification, commercial profile, negotiation skills, client portfolio management, economic scenario analysis
Preferred skills
CEA and CFP certifications, experience with client portfolio management
Technologies
None stated
Responsibilities
Manage clients and investment advisory in the Ribeirão Preto 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.
Seniority
Individual Contributor
