Carbon Partner Sênior | Assessoria de Investimentos Local | Rio de Janeiro
Core
Senior investment advisor managing client portfolios and providing personalized financial product recommendations for the Rio de Janeiro region.
Role type
Senior investment advisor (local)
Builds
Client investment portfolios and financial product offerings
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
CEA certification, portfolio management, commercial sales, market analysis
Preferred skills
CFP certification, client relationship management
Technologies
C6 Bank investment products
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; Filter and prioritize demands for other teams; Monitor the economic scenario and market updates.
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