Gerente de Relacionamento PF Pleno | Alta Renda | Carbon Investidor
Core
Managing relationships with High Net Worth individuals, focusing on long-term relationship building and developing financial solutions aligned with clients' wealth objectives.
Role type
Senior Relationship Manager (High Net Worth)
Builds
Financial products and services for High Net Worth clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Active CEA certification, experience in High Net Worth or Private banking, knowledge of financial products (fixed income, investment funds, pensions, credit), consultative commercial profile, high-level communication
Preferred skills
Ability to influence and generate business, capacity to handle demanding clients
Technologies
None stated
Responsibilities
Prospecting and developing new relationships with High Net Worth clients, managing and developing a client portfolio, providing personalized consultive service, presenting investment strategies and products, strengthening client relationships through frequent communication, expanding product portfolio usage, monitoring portfolio performance indicators, collaborating with internal areas to preserve client experience excellence
Seniority
Mid-level, hands-on IC