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C6 Bank is seeking a Local Partner to join its Investment Hub in Belo Horizonte, Brazil. This role involves managing client relationships, providing investment advice, and offering financial products and services. The ideal candidate will have strong communication and negotiation skills, as well as experience in portfolio management and investment products.
Responsibilities:
- Managing clients and providing investment advice.
- Offering products and services through a commercial and specialized approach.
- Receiving and resolving client requests using available access and authority.
- Filtering and prioritizing requests that need to be directed to other teams.
- Following the economic scenario and market updates.
Requirements:
- Active CPA-20 certification (required).
- CEA and CFP certification (preferred).
- Availability to work 100% on-site.
- Experience with client portfolio management and investment products (desired).
- Commercial profile and strong communication and negotiation skills.
Benefits:
- Vale-Refeição
- Vale-Alimentação
- Health and dental plan
- Childcare assistance
- Life insurance
- Wellhub
- Psicologia Viva
- C6 Bank Carbon Credit Card
- Carbon Spa
- Breastfeeding room
- Bike rack
- Locker room
- Living space
- Citizen Company - Extension of maternity and paternity leave.
C6 Bank
C6 Bank is a Brazilian digital bank catering to individuals, micro-entrepreneurs, and small to medium-sized enterprises nationwide. It offers a comprehensive suite of over 90 financial products and services accessible without physical branches. The bank emphasizes innovation and customer-centricity, supported by a team of over 3,000 professionals primarily located in São Paulo. C6 Bank focuses on providing accessible and tailored financial solutions.