💼 About This Role

You'll manage client relationships and provide personalized investment advice at C6 Bank, offering a wide range of national and international products. You'll drive commercial results by identifying opportunities and delivering tailored solutions. This role offers exposure to high-net-worth clients in a dynamic banking environment.

🎯 What You'll Do

• Manage client relationships and provide investment advisory
• Offer products and services with a commercial approach
• Handle client demands and resolve within scope
• Monitor economic scenario and market updates

📋 Requirements

• Active CPA-20 certification (mandatory)
• Availability to work 100% onsite in São Paulo
• Experience in financial institution (banks, brokers, insurers)

✨ Nice to Have

• CEA certification
• Experience with high-net-worth clients

🎁 Benefits & Perks

• 🍽️ Meal Voucher and Food Voucher
• 🏥 Health and dental insurance
• 👶 Childcare assistance
• 🏋️ WellHub/TotalPass gym pass
• 💻 Conexa free online therapy

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter phone screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Technical assessment· 60 min