Carbon Leader | Hub de Investimentos | Porto Alegre
Core
Lead and develop the Investment Advisor team in the Porto Alegre region, ensuring commercial and quality results while supporting portfolio management and client relationships.
Role type
Senior Investment Team Leader
Builds
Investment advisory services and portfolio management for retail clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, portfolio management, client relationship management, commercial strategy, market analysis, performance monitoring, business development
Preferred skills
CFP certification, strong communication and negotiation skills
Technologies
Investment products (fixed income, variable income, funds, pensions)
Responsibilities
Lead and develop the Investment Advisor team; Monitor performance indicators to ensure commercial and quality targets; Support portfolio management and client relationships; Provide feedback and continuous development to team members; Define and execute regional commercial strategies; Conduct client and prospect visits with advisors; Monitor economic scenarios and disseminate market knowledge.