Pessoa Assessora de Investimentos Júnior | Assessoria PJ
Core
Junior investment advisor for corporate clients (PJ) offering personalized national and international investment products.
Role type
Junior investment advisor (corporate clients)
Builds
Personalized investment portfolios and product recommendations for corporate clients
Domain
Financial services / Investment advisory
Deliverable
client delivery
Required skills
Active CPA-20 certification, prior experience with corporate clients, commercial profile, strong communication skills
Preferred skills
Degree in Economics, Administration, Accounting, Engineering or related fields
Technologies
N/A
Responsibilities
Build and maintain relationships with a portfolio of corporate clients; Prospect for new corporate investor clients; Provide advisory services offering products and services through a specialized commercial approach; Continuously update knowledge on the local and global economic scenario
Seniority
Junior