Carbon Partner Sênior | Assessoria de Investimentos Local | Campinas
Core
Senior investment advisor managing a portfolio of national and international financial products (fixed income, variable income, funds, pensions) for individual clients in the Campinas region.
Role type
Senior Investment Advisor (Financial Services)
Builds
Personalized investment recommendations and financial product offerings
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Active CEA certification, portfolio management, commercial approach, market analysis
Preferred skills
CFP certification, client portfolio management experience
Technologies
Financial products (fixed income, variable income, funds, pensions)
Responsibilities
Manage clients and investment advisory in the Campinas region; Offer products and services through a specialized commercial approach; Receive and solve client demands; Filter and prioritize demands for other teams; Monitor the economic scenario and market updates
Seniority
Senior, hands-on IC