Graphene Partner Sênior | Multi Family Office | São Paulo
Core
Senior Client Success Manager for Graphene | Multi Family Office, managing investments and providing financial solutions for private clients.
Role type
Senior Client Success Manager (Private Banking)
Builds
Investment portfolios and wealth management strategies for Multi Family and Single Family Office clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
CFP certification, client relationship management, investment strategy, prospecting, networking
Responsibilities
Prospecting and developing relationships with private clients, connecting clients to wealth planning solutions, continuous portfolio monitoring, participating in networking events
Seniority
Senior, hands-on IC