Senior Investment Advisor Opportunity

1 semana atrás

Curitiba, Paraná, Brasil beBeeInvestimento Tempo inteiro R$45.000 - R$55.000
Job Senior Investment Advisor

Our Hub for Investments area offers a wide range of products, including fixed income, variable income, funds and pension plans.

We aim to provide personalized recommendations to cater to all types of investors. Our goal is to build genuine relationships and transform people's financial lives.

As a CSixer
  1. You will manage clients and provide investment advice;
  2. Offer products and services through a commercial and specialized approach;
  3. Receive and solve client demands with the available accesses and escalations;
  4. Prioritize and direct demands to other teams when necessary;
  5. Monitor the economic scenario and market updates.
Requirements and Experience
  1. Certification CEA (mandatory);
  2. CFP certification is a plus;
  3. Availability to work 100% in person;
  4. Desirable experience with customer portfolio management and investment products;
  5. Commercial profile and strong communication and negotiation skills.
Benefits
  • Vale-Refeição;
  • Vale-Alimentação;
  • Plano de saúde e odontológico;
  • Auxílio-Creche;
  • Seguro de Vida;
  • Wellhub;
  • Psicologia Viva;
  • Cartão de Crédito C6 Bank Carbon;
  • Carbon Spa;
  • Sala de amamentação;
  • Bicicletário;
  • Vestiário;
  • Espaço de convivência;
  • Empresa Cidadã - Prorrogação do prazo da licença-maternidade e licença-paternidade.

We serve individuals, MEIs and PMEs in all states of Brazil. Without physical branches, we offer more than 90 financial products and services tailored to all types of clients.

We are located in São Paulo-SP and have over 3,000 CSixers who are always on the go. In less than five years, we have won many awards and recognitions.

We believe that diversity drives innovation and strengthens our work environment. That's why we promote an inclusive culture that values equity and provides opportunities for everyone, regardless of race, color, age, creed, disability, nationality, marital status, sexual orientation, identity or expression of gender.

Apply Now

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