Carbon Partner Pleno | Hub de Investimentos | Campinas
Core
Manage investment clients and provide personalized financial product recommendations in the Campinas region.
Role type
Senior Investment Advisor (Financial Services)
Builds
Personalized investment portfolios and financial product offerings
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, financial product sales, market analysis, communication, negotiation
Preferred skills
CFP certification, portfolio management experience
Technologies
C6 Bank platform, financial market data tools
Responsibilities
Manage investment clients and advisory services in the Campinas region; Offer financial 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.