Prestar consultoria em investimentos a clientes PJ e gerentes de relacionamento, com foco em gestão de carteiras, prospecção de oportunidades, visitas presenciais e suporte técnico-comercial às agências.
Atuar com assessoria aos clientes do segmento Empresas, fazendo gestão de grandes grupos de forma presencial; ser referência em Investimentos nas Agências Empresas, agregando conhecimento e valor para os clientes do Segmento, assim como disseminar novos conteúdos, aos times de gerentes de relacionamento PJ;
Requirements
Experiência em atendimento e gestão de carteiras PJ.
Certificação CEA (obrigatória).
Graduação completa em Economia, Administração ou Direito.
Domínio de produtos de investimento.
Pacote Office avançado.
Disponibilidade para viagens.
Disponibilidade para modelo de trabalho híbrido (4x presencial e 1x home office)
Certificação CFP (diferencial).
MBA ou curso de pós-graduação (diferencial).
Inglês intermediário (diferencial).
Experiência prévia em corretora de investimentos (diferencial).
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