Pessoa Assessora de Investimentos Junior | Alta Renda
Core
Junior investment advisor managing client relationships and offering financial products including fixed income, variable income, funds, and pension plans.
Role type
Junior investment advisor
Builds
Personalized investment recommendations and financial product offerings
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Active CPA-20 certification, experience in financial institutions (banks, brokerages, insurance companies)
Preferred skills
CEA certification
Responsibilities
Manage clients and investment advisory; Offer products and services through a specialized commercial approach; Receive and solve client demands; Filter and prioritize demands for other teams; Monitor economic scenario and market updates
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