2h ago
Carbon Partner Sênior | Assessoria de Investimentos
Belo Horizonte, Minas Gerais, Brazil
full-timeseniorFinancial Services
Description
You will manage client relationships and provide investment advisory services in Belo Horizonte, offering a wide range of national and international products to meet diverse investment profiles.
Requirements
- Active CPA-20 certification (mandatory)
- CEA and CFP (differentiator)
- Availability to work 100% on-site
- Desirable experience in client portfolio management and investment products
- Commercial profile with strong communication and negotiation skills
Responsibilities
- Manage clients and investment advisory in Belo Horizonte
- Offer products and services through a commercial and specialized approach
- Receive client demands and resolve them within available access and limits
- Filter and prioritize demands to be directed to other teams
- Monitor economic scenario and market updates
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