💼 About This Role

You'll manage high-value client portfolios and prospect new Family Office clients for the Private segment at C6 Bank. Your core impact is delivering tailored investment strategies and consultative service. This role offers the chance to work with a top Brazilian digital bank.

🎯 What You'll Do

• Prospect new Family Office clients
• Manage client portfolios
• Provide consultative and resolution-focused client service
• Strengthen client relationships with high-quality dedicated service

📋 Requirements

• CEA certification (mandatory)
• Ability to work 100% onsite in São Paulo
• Experience in private banking or wealth management

✨ Nice to Have

• CFP certification (differential)
• High influencing ability and close client rapport

🎁 Benefits & Perks

• 🥗 Meal and food vouchers
• 🏥 Health and dental insurance
• 👶 Childcare assistance
• 💼 Life insurance
• 🧘 WellHub/TotalPass

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

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