Carbon Partner Pleno | Assessoria de Investimentos Local | Franca SP

About the role

C6 Bank is seeking a Carbon Partner Pleno to join its local investment advisory team based in Franca, São Paulo. This role focuses on providing investment guidance and client relationship management within the bank's assessoria de investimentos division. The partner will work closely with clients to understand their financial goals and recommend appropriate investment strategies tailored to individual needs. This is a mid-level position that requires both technical knowledge and strong interpersonal skills to support the bank's growing client base in the region. The Carbon Partner Pleno plays a key part in connecting clients with suitable investment opportunities while representing C6 Bank's values of transparency and client-first service.

Key facts

What you'll do

• Serve as a primary point of contact for clients seeking investment advice and portfolio guidance on a regular basis.
• Analyze client financial situations and long-term objectives to develop tailored investment recommendations that align with their risk tolerance.
• Maintain and grow a book of clients through consistent meetings, follow-up communications, and proactive outreach efforts.
• Collaborate with internal teams across the bank to ensure client portfolios remain aligned with approved investment strategies.
• Monitor market trends and economic indicators to inform advisory discussions and provide timely insights to clients.
• Prepare detailed investment reports and comprehensive performance summaries for client review on a scheduled basis.
• Support the onboarding of new clients through initial consultations, risk profiling, and goal-setting conversations.
• Assist in organizing educational workshops and financial literacy events for clients in the Franca region.
• Document all client interactions and update records in the bank's internal systems with accuracy and attention to detail.
• Contribute to team knowledge sharing by presenting insights on investment products, market developments, and emerging opportunities.

Requirements

• Demonstrated experience in investment advisory or financial services client-facing roles, with a track record of client satisfaction.
• Strong understanding of investment products, asset classes, and risk assessment principles relevant to personal and institutional clients.
• Excellent communication skills with the ability to explain complex financial concepts in a clear and accessible manner.
• Ability to build and sustain long-term professional relationships with clients, colleagues, and internal stakeholders across the organization.
• Proficiency in Portuguese, as the role is based in Franca, São Paulo, Brazil, and serves the local community.
• Comfortable with managing a portfolio of clients and meeting performance targets set by the advisory team.
• Attention to detail when preparing documentation, maintaining client records, and ensuring compliance with internal procedures.
• Willingness to stay current with regulatory changes, market developments, and new investment products affecting the advisory sector.

Nice to have

• Previous experience working within a banking institution or financial services firm in Brazil, particularly in client-facing advisory positions.
• Familiarity with digital banking platforms and online client management tools that support investment advisory workflows efficiently.
• Additional language skills beyond Portuguese, such as English or Spanish, which can support diverse client interactions.
• Background in financial planning or wealth management advisory services, demonstrating a broader understanding of client financial needs.

Skills & tools

• Client relationship management and advisory communication techniques for building trust and delivering value to clients.
• Knowledge of investment products including fixed income, equities, mutual funds, and other available asset classes.
• Financial analysis and portfolio assessment methodologies used to evaluate opportunities and manage risk effectively.
• Microsoft Office suite and spreadsheet applications for preparing reports, tracking performance, and organizing client data.
• Customer relationship management software and banking internal platforms used to manage client information and interactions.
• Presentation and client meeting facilitation skills for delivering clear and compelling investment recommendations.

Practical notes

• The role is based in Franca, São Paulo, with regular in-person attendance expected at the local office and client meetings.
• This is a full-time position within C6 Bank's investment advisory division, offering the chance to grow within the organization.
• Candidates should be prepared to engage with a diverse client base across the Franca region and surrounding areas.
• The hiring process may include multiple interviews with the local team and assessments of advisory capabilities and client-handling approach.
• C6 Bank values a client-centered approach and continuous learning in its advisory professionals, supporting ongoing development and training.