💼 About This Role

You'll manage high-value client portfolios and provide personalized investment advisory services in Brasília. Your core impact will be driving client satisfaction and business growth through tailored financial solutions.

🎯 What You'll Do

• Manage client relationships and investment advisory for Brasília region
• Offer products and services through a commercial and specialized approach
• Receive and resolve client demands with available access and authorities
• Filter and prioritize demands to be directed to other teams

📋 Requirements

• Active CEA certification (mandatory)
• CFP certification (differential)
• Availability to work 100% onsite
• Experience with client portfolio management and investment products

✨ Nice to Have

• CFP certification
• Strong commercial profile and communication skills

🎁 Benefits & Perks

• 🍽️ Meal Voucher
• 🏥 Health and dental insurance
• 👶 Childcare assistance
• 💰 Profit sharing
• 🚌 Corporate van service

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 60 min