2h ago
Carbon Partner Sênior | Assessoria de Investimentos Local
Rio de Janeiro, Rio de Janeiro, Brazil
full-timeseniorBanking and Financial Services
Description
You will manage client portfolios and provide investment advisory services in the Rio de Janeiro region. Your role involves offering products and services through a commercial and specialized approach, handling client demands, and staying updated on economic trends.
Requirements
- CEA certification (mandatory)
- CFP certification (differentiator)
- Available for 100% onsite work
- Experience with client portfolio management and investment products
- Commercial profile with strong communication and negotiation skills
Responsibilities
- Manage client portfolios and investment advisory for Rio de Janeiro region
- Offer products and services through commercial and specialized approach
- Handle client demands and resolve within available access and authority
- Filter and prioritize demands to be directed to other teams
- Monitor economic scenario and market updates
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