Carbon Partner Pleno | Hub Investimentos | Belo Horizonte
Core
Manage investment clients and provide personalized financial product recommendations in the Belo Horizonte region.
Role type
Investment Advisor (Financial Services)
Builds
Personalized investment portfolios and financial product offerings for retail clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client portfolio management, commercial sales, market analysis, financial product knowledge, negotiation
Preferred skills
CFP certification
Technologies
None stated
Responsibilities
Manage clients and investment advisory in the Belo Horizonte region; Offer products and services through a specialized commercial approach; Receive and resolve client demands; Filter and prioritize demands for other teams; Monitor economic scenario and market updates