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Job Description
C6 Bank is seeking a full-time Investment Advisor to join their PJ Investment Advisory team in São Paulo. C6 Bank offers a wide range of national and international products for its PJ clients, aiming to meet all investment profiles with personalized recommendations and build lasting relationships.
The role involves:
- Building and maintaining long-term relationships with a portfolio of clients.
- Prospecting PJ investor clients.
- Providing advisory services, offering products and services through a commercial and specialized approach.
- Staying updated on the local and global economic scenario.
Requirements:
- CEA certification (mandatory).
- CFP certification (a plus).
- Experience managing client portfolios and PJ investment products.
- Commercial profile with strong communication skills.
- High level of resilience, intensity, discipline, and organization.
- 100% Onsite.
C6 Bank offers:
- Meal Voucher.
- Food Voucher.
- Health and dental plan.
- Daycare assistance.
- Life insurance.
- Wellhub.
- Psicologia Viva.
- C6 Bank Carbon Credit Card.
- Carbon Spa.
- Lactation room.
- Bike rack.
- Locker room.
- Living space.
- Citizen Company - Extension of maternity and paternity leave.
