Carbon Partner Sênior | Assessoria de Investimentos Local | Brasília
Core
Senior investment advisor managing a portfolio of national and international financial products (fixed income, variable income, funds, pensions) for clients in the Brasília region.
Role type
Senior Investment Advisor (Financial Services)
Builds
Personalized investment recommendations and managed client portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Active CEA certification, portfolio management, commercial sales approach, market analysis, client relationship management
Preferred skills
CFP certification
Technologies
Financial product platforms
Responsibilities
Manage investment advisory for the Brasília region, offer products and services through a specialized commercial approach, handle client demands and resolve issues, filter and prioritize demands for other teams, monitor economic scenarios and market updates