Sr. Director overseeing Retail Financial Planning and Inventory Management in Latin America. Setting financial targets through Integrated Business Plan and leading inventory management for the region.
About the role
- Financial Planner role focused on helping clients make informed financial decisions. Join a team passionate about transforming clients' dreams into reality in financial planning.
Responsibilities
- Realizar prospecção de clientes;
- Realizar a gestão da carteira de clientes;
- Elaboração e desenvolvimento de estratégias financeiras adequadas ao perfil e objetivos dos clientes;
- Apresentação de planejamento financeiro;
- Acompanhamento dos clientes ao longo de seu planejamento financeiro para uma implementação eficaz do plano de ação;
Requirements
- Experiência/Certificações do mercado financeiro (CPA-10 / CPA-20 / CEA / CFP)
- Experiência na área comercial
- Gostar de desafios
Benefits
- Bonificação
- Horário flexível
- Plano de carreira
- Metodologia de Treinamento
- Programa de incentivo Financeiro
- Possibilidade de acesso ao Total Pass
- Modelo de Sociedade
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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