Professional Portfolio Manager

1 semana atrás

Toledo, Paraná, Brasil beBeeFinancial Tempo inteiro R$35.000 - R$55.000
Job Title:

Relationship Manager


Job Description:

We are seeking a highly skilled professional to join our team as a Relationship Manager. This role requires exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

The successful candidate will have experience in financial planning, portfolio management, and customer service. They will be responsible for managing client portfolios, prospecting new business, and meeting production targets. Additionally, they will monitor the credit cycle and initiate collection procedures when necessary.

Requirements and Qualifications:

  • Higher education in related fields;
  • Post-graduation completed or in progress in related fields;
  • CPA-10 certification from Anbima;
  • Experience in customer service and the financial market.

Preferred Qualifications:

  • CPA-20 certification from Anbima;
  • Experience in high-income client service.

Necessary Technical Knowledge:

  • Financial products and services;
  • Economic scenario;
  • Financial mathematics;
  • Financial consulting;
  • Personal credit;
  • Cooperative banking.

Benefits:

We value people and uphold the principles of cooperativism, inclusion, and diversity. We offer a dynamic and supportive work environment, with opportunities for growth and development.

Apply Now:

If you believe you can make a difference in our team, apply now and take the first step towards an exciting new challenge.

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