2h ago
Carbon Partner Pleno | Assessoria de Investimentos Local
Curitiba, Paraná, Brazil
full-timemidFinancial Services
Description
You will manage clients and provide investment advisory services in Curitiba, offering products and services through a commercial and specialized approach. You'll handle client demands, filter and prioritize requests for other teams, and stay updated on market trends.
Requirements
- Active CEA certification (mandatory)
- CFP (differential)
- Availability to work 100% onsite
- Desirable experience with client portfolio management and investment products
- Commercial profile with strong communication and negotiation skills
Responsibilities
- Manage clients and provide investment advisory services in Curitiba
- Offer products and services through a commercial and specialized approach
- Receive client demands and resolve them with available accesses and limits
- Filter and prioritize demands to be directed to other teams
- Monitor economic scenario and market updates
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