Carbon Partner Júnior | Hub de Investimentos | Campinas
Core
Junior investment advisor managing client portfolios and offering financial products (fixed income, variable income, funds, pensions) in the Campinas region.
Role type
Junior investment advisor (financial services)
Builds
Personalized investment recommendations and client portfolio management
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Active CEA certification, commercial profile, communication, negotiation, economic scenario analysis
Preferred skills
CFP certification, portfolio management experience
Technologies
CEA, CFP
Responsibilities
Manage clients and investment advisory in the Campinas region; Offer products and services through a specialized commercial approach; Receive and solve client demands; Filter and prioritize demands for other teams; Monitor the economic scenario and market updates.