Carbon Leader | Hub de Investimentos | Brasília
Core
Lead and develop the Investment Advisor team in the Brasília region, ensuring commercial and quality targets are met while supporting portfolio management and client relationships.
Role type
Senior Investment Team Leader
Builds
Investment advisory services for retail clients, MEIs, and SMEs
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, portfolio management, client relationship management, commercial strategy execution, market analysis, business development, performance tracking, continuous team development
Preferred skills
CFP certification, strong negotiation skills
Technologies
Investment platforms, CRM systems
Responsibilities
Lead and develop the Investment Advisor team; Monitor performance indicators to ensure commercial and quality results; Support portfolio management and client relationship management; Provide feedback and continuous development for team members; Support commercial strategy definition and execution; Conduct client and prospect visits with advisors; Monitor economic scenarios and disseminate market knowledge to the team.
