Carbon Partner Sênior | Assessoria de Investimentos Local | Belo Horizonte

About the role

Join the Investment Hub team to manage client portfolios and provide investment advice in Belo Horizonte. You will offer a variety of financial products and services, building lasting relationships with clients. This role focuses on delivering personalized recommendations and solving client needs. You will analyze market conditions to guide clients toward optimal investment strategies. You will act as a trusted advisor, translating complex financial concepts into clear action plans. You will leverage internal expertise to ensure compliance and risk management standards are met. You will contribute to the growth and performance of the Investment Hub in the Belo Horizonte region. You will collaborate with cross-functional partners to enhance the client experience and service delivery.

Key facts

What you'll do

• Oversee client relationships and investment advisory services within the Belo Horizonte region.
• Present specialized commercial offerings for products and services.
• Address client inquiries and resolve issues using available resources and authority.
• Prioritize and direct client requests to appropriate internal teams when necessary.
• Stay informed about economic conditions and market developments.
• Conduct in-depth analysis of client financial situations to identify goals and risk tolerance.
• Develop tailored investment proposals that align with client objectives and regulatory standards.
• Monitor portfolio performance and adjust strategies based on market shifts and client feedback.
• Liaise with product specialists to secure the best solutions for complex client requirements.
• Educate clients on financial concepts to empower informed decision-making.
• Support the onboarding process for new high-value clients within the operational framework.
• Collaborate with relationship managers to ensure seamless service delivery and satisfaction.
• Identify opportunities to expand product adoption within existing client relationships.
• Represent C6 Bank in professional forums to strengthen the brand's investment advisory reputation.

Requirements

• Active CEA certification is mandatory.
• Prior experience managing client portfolios and investment products.
• Strong commercial acumen with excellent communication and negotiation abilities.
• Must be available to work entirely in-person.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Proven track record of achieving commercial targets in a financial services environment.
• Solid understanding of financial markets, investment vehicles, and risk management principles.
• Proficiency in using financial tools and platforms to analyze data and generate reports.
• High level of integrity and adherence to ethical standards in all client interactions.
• Strong analytical skills to interpret market information and support strategic recommendations.
• Excellent command of Portuguese is required for effective client communication.
• Commitment to continuous learning to stay updated on financial regulations and best practices.
• Ability to work independently and manage multiple priorities in a fast-paced setting.
• Alignment with C6 Bank's values of transparency, innovation, and customer focus.

Nice to have

• CFP certification.

Skills & tools

• Investment portfolio management
• Client advisory
• Financial product sales
• Economic analysis
• Proficiency in financial analysis software and spreadsheets.
• Advanced presentation and proposal development capabilities.
• Expertise in client relationship management (CRM) platforms.
• Strong negotiation techniques for securing favorable terms.
• Knowledge of retirement planning, wealth management, and asset allocation strategies.
• Experience conducting financial workshops or client education sessions.
• Familiarity with digital banking ecosystems and integrated financial solutions.
• Aptitude for cross-selling and upsinking financial products in a responsible manner.
• Capacity to synthesize complex data into actionable insights for diverse audiences.
• Understanding of sustainable and responsible investment trends.
• Willingness to mentor junior colleagues and contribute to team development.

Practical notes

Benefits include meal and food vouchers, health and dental plans, childcare assistance, life insurance, WellHub access, free online therapy via Conexa | Psicologia Viva, a C6 Carbon Card, Carbon Spa access (on-site beauty salon), a lactation room, extended parental leave (Empresa Cidadã program), a bike rack, changing rooms, and a communal space with various amenities like video games, a pool table, playball, barbecue area, taproom, snack bar, rest areas, and a collaborative organic garden.