Carbon Partner Pleno | Assessoria de Investimentos Local| Brasília
Core
Manage client relationships and investment advisory services for the Brasília 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
Client portfolio management, commercial approach, market scenario analysis, product offering, negotiation
Preferred skills
CFP certification
Technologies
None stated
Responsibilities
Manage clients and investment advisory in the Brasília 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.
Seniority
Individual Contributor