2h ago
Carbon Partner Pleno | Assessoria de Investimentos Local
Porto Alegre, Rio Grande do Sul, Brazil
full-timeBanking
Description
You will manage client relationships and provide investment advisory services in Porto Alegre, offering a wide range of national and international products. Your goal is to deliver personalized investment recommendations and build lasting relationships to transform clients' financial lives.
Requirements
- Active CEA certification (mandatory)
- CFP certification (differentiator)
- Available to work 100% on-site
- Experience with client portfolio management and investment products
- Strong commercial profile and communication/negotiation skills
Responsibilities
- Manage clients and provide investment advisory services in Porto Alegre
- Offer products and services through a commercial and specialized approach
- Receive client demands and resolve them using available tools and authority
- Filter and prioritize demands to be directed to other teams
- Monitor economic scenario and market updates
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