Pessoa Assessora de Investimentos Sênior | Segmento High

C6 Bank; Rio de Janeiro; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

C6 Bank is seeking a Senior Investment Advisor to build relationships and provide tailored financial advice to clients. The role requires CFP certification and experience in managing investment products. Join a dynamic team focused on transforming financial lives.

Serviços

Meal Voucher

Food Voucher

Health and dental insurance

Childcare Assistance

Life Insurance

Wellhub

Psychology Viva

C6 Bank Carbon Credit Card

Carbon Spa

Nursing Room

Bicycle Parking

Changing Room

Community Space

Company Cidadã - Extension of maternity and paternity leave

Qualificações

• Experience managing client portfolios and investment products.
• Strong commercial profile.

Responsabilidades

• Build and maintain long-term relationships with a client portfolio.
• Prospect investor clients.
• Provide advice on products and services.

Conhecimentos

Communication

Resilience

Organization

Formação académica

CFP certification

Descrição da oferta de emprego

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Our Investment Advisory Area

The Investment Advisory area at C6 Bank offers a wide range of national and international products, including fixed income, equities, funds, and pensions. C6 aims to serve all investment profiles with personalized recommendations. Our goal is to build genuine relationships and transform people's financial lives.

Your Activities as a CSixer:

• Build and maintain long-term relationships with a client portfolio;
• Prospect investor clients;
• Provide advice offering products and services through a commercial and specialized approach;
• Stay constantly updated on the local and global economic scenario.

Requirements and Experience

• Possess CFP certification (mandatory);
• Experience managing client portfolios and investment products;
• Commercial profile and strong communication skills;
• High resilience, intensity, discipline, and organization;
• 100% on-site work.

Our Benefits

• Meal Voucher;
• Food Voucher;
• Health and dental insurance;
• Childcare Assistance;
• Life Insurance;
• Wellhub;
• Psychology Viva;
• C6 Bank Carbon Credit Card;
• Carbon Spa;
• Nursing Room;
• Bicycle Parking;
• Changing Room;
• Community Space;
• Company Cidadã - Extension of maternity and paternity leave.

About C6 Bank

The bank of your life

We serve individuals, micro-entrepreneurs, and small businesses across Brazil. Without physical branches to restrict you, we offer over 90 financial products and services for all customer profiles.

Located in São Paulo-SP, we have over 3,000 CSixers working at full speed. In just over five years, we have received many awards and recognitions.

Watch the video to learn more about us:

Senior Level

• Mid-Senior level

Employment Type

• Full-time

Job Function

• Finance and Sales
• Banking industry

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