Carbon Partner Pleno | Assessoria de Investimentos Local | Rio de Janeiro
Core
Manage client relationships and investment advisory services for the Rio de Janeiro region, offering personalized recommendations across fixed income, variable income, funds, and pension products.
Role type
Investment Advisor (Financial Services)
Builds
Personalized investment portfolios and financial product offerings for individual clients, MEIs, and SMEs.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, client relationship management, commercial approach, market scenario analysis, regulatory compliance (CEA certification)
Preferred skills
CFP certification, portfolio management experience
Technologies
C6 Bank investment platform
Responsibilities
Manage clients and investment advisory for the Rio de Janeiro region; Offer products and services through a specialized commercial approach; Receive and resolve client demands using available access levels; Filter and prioritize demands for other teams; Monitor the economic scenario and market updates.
