💼 About This Role

You'll manage client relationships and provide investment advisory services in Ribeirão Preto. Your work will directly impact client portfolios and satisfaction. This role stands out due to access to a wide range of national and international products.

🎯 What You'll Do

• Manage clients and investment advisory for Ribeirão Preto region
• Offer products and services through commercial approach
• Handle client demands and resolve with available access
• Monitor economic scenario and market updates

📋 Requirements

• Active CEA certification
• Availability to work 100% onsite
• Experience with client portfolio management and investment products

✨ Nice to Have

• CFP certification
• Commercial profile with strong communication skills

🎁 Benefits & Perks

• 🍽️ Meal Voucher
• 🍎 Food Voucher
• 🏥 Health and Dental Plan
• 👶 Childcare Allowance
• 💼 Life Insurance

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Technical Interview· 60 min
3. 3Offer· 30 min