Carbon Partner Sênior | Assessoria de Investimentos Local | Franca SP

About the role

In this capacity, you will act as a pivotal figure within the Investment Hub, driving strategic initiatives that enhance our local market presence. You will leverage your expertise to cultivate deep, trust-based relationships with high-net-worth clients in the Franca region. Your role involves the ownership of complex investment narratives, ensuring that each client interaction results in actionable and tailored financial guidance. You will be responsible for synthesizing intricate market data into clear, compelling narratives that empower clients to make informed decisions. Furthermore, you will serve as a key contributor to the development of localized strategies that resonate with the specific economic landscape of Franca. This position demands a proactive approach to identifying opportunities and mitigating risks within client portfolios. You will be an ambassador for C6 Bank, embodying our mission through exceptional service delivery and insightful counsel. Your work will directly influence the growth and satisfaction of our client base in this specific geographic segment.

Key facts

What you'll do

• Orchestrate the comprehensive management of diversified client investment portfolios, delivering bespoke advisory solutions specific to the Franca region.
• Engineer a specialized commercial methodology to effectively articulate and position financial products and services to target clients.
• Intercept and resolve intricate client inquiries, utilizing delegated authority to deliver immediate and effective problem resolution.
• Channel and prioritize client requirements toward the appropriate internal operational units to guarantee streamlined processing and execution.
• Scrutinize global economic indicators and market fluctuations to refine and elevate advisory frameworks and strategic recommendations.
• Partner with cross-functional internal teams to architect innovative investment structures that precisely address evolving client demands.
• Execute periodic examinations of client holdings to verify strict adherence to stated investment goals and individual risk appetite.
• Generate sophisticated reports and visual presentations that articulate portfolio achievements and macroeconomic outlooks for client consumption.
• Champion continuous intellectual growth to maintain fluency in emerging industry standards and regulatory adjustments.
• Cultivate enduring client alliances to secure sustained satisfaction and minimize attrition rates within the Franca market.
• Facilitate active participation in hub meetings to disseminate tactical insights and strategic concepts that bolster collective departmental achievements.
• Contribute to the ideation and creation of promotional collateral and outreach initiatives aimed at expanding our investment product suite.

Requirements

• Hold a current and valid CEA (Certificado de Especialista em Investimentos) as an indispensable credential for practice.
• Demonstrate a robust history of managing complex portfolio strategies and navigating diverse investment instrument classes.
• Exhibit a potent blend of commercial acumen, superior verbal communication, and advanced negotiation capabilities.
• Maintain a steadfast commitment to performing duties exclusively from our Franca location, ensuring seamless integration with team dynamics and client interactions.
• Prove a consistent aptitude for evaluating financial metrics and interpreting market intelligence to shape robust investment tactics.
• Forge strong interpersonal connections to establish credibility with both external clients and internal support departments.

Nice to have

• Attain the status of CFP (Certified Financial Planner) through recognized institutional validation.
• Accumulate professional tenure within established banking or investment advisory environments centered on client consultancy.
• Apply knowledge regarding sustainable investment frameworks and the operational mechanics of carbon credit markets.

Skills & tools

• Exercise mastery over advanced financial analysis applications and sophisticated portfolio administration software.
• Command a thorough understanding of varied asset classes, encompassing fixed income instruments, equity securities, and collective investment schemes.
• Leverage Customer Relationship Management platforms to optimize client lifecycle management and engagement strategies.
• Utilize the Microsoft Office productivity suite, with a primary focus on Excel and PowerPoint for the generation of analytical reports and strategic presentations.

Practical notes

The position operates under a full-time, 100% onsite engagement model within the city of Franca, requiring physical presence and active collaboration within the designated Investment Hub. C6 Bank provides an extensive suite of employee benefits designed to support holistic well-being, including meal and food vouchers, comprehensive health and dental coverage, and daycare assistance programs. The organization further offers life insurance, access to WellHub/TotalPass for physical and mental wellness initiatives, and complimentary online psychological support through Conexa/Psicologia Viva. Professional advancement is supported via the Carbon Academy, and team members are equipped with the C6 Carbon card alongside on-site facilities such as a spa, medical consultation room, nursing room, secure bicycle storage, and private locker rooms. The corporate van service ensures reliable transportation, and the office environment is tailored to encourage both focused work and collaborative interaction, featuring recreational areas with games, an outdoor barbecue zone, a cafeteria, quiet rest areas, and a community organic garden. C6 Bank is dedicated to work-life integration through the Empresa Cidadã program, which includes enhanced maternity and paternity leave, demonstrating a profound commitment to the personal and familial needs of our employees.