4h ago
Graphene Partner Sênior | Segmento Private
Porto Alegre, Rio Grande do Sul, Brazil
full-timeseniorbanking
Description
You will manage and prospect high-net-worth clients, offering personalized financial solutions and investment strategies in partnership with advisory teams. Your focus is on building genuine relationships and transforming clients' financial lives.
Requirements
- CEA certification (mandatory)
- CFP certification (differential)
- Willingness to work 100% onsite in Porto Alegre
- High influence and client relationship skills
Responsibilities
- Prospect new high-income clients
- Manage high-income client portfolio
- Provide consultative and solution-oriented service
- Strengthen client relationships with dedicated high-quality service
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