Graphene Partner Sênior | Segmento Private | São Paulo

About the role

The Graphene team manages our Private segment, providing customized financial solutions and banking services. You will focus on building long-term relationships, offering dedicated support, and aligning investment strategies with individual client profiles. This role requires a proactive mindset to identify new opportunities and anticipate client needs before they arise. You will act as a trusted advisor, translating complex financial concepts into clear and actionable recommendations. Success in this position is defined by the depth and longevity of the partnerships you establish. You will leverage data and market insights to tailor strategies that reflect the unique goals of each high-net-worth individual. The position demands discipline, integrity, and a consistent commitment to excellence in every interaction. You will be a key driver of client retention and expansion within the Private segment.

Key facts

What you'll do

• Prospect new high-net-worth clients through targeted outreach and networking initiatives.
• Manage a portfolio of high-income accounts to ensure strategic allocation and growth.
• Provide consultative and solution-oriented service that addresses complex financial objectives.
• Strengthen client relationships through high-quality, dedicated attention and consistent follow-up.
• Conduct in-depth financial analysis to identify risks, opportunities, and optimization strategies.
• Collaborate with internal experts to design comprehensive wealth management roadmaps.
• Maintain meticulous records of client interactions, decisions, and portfolio adjustments.
• Monitor market trends and regulatory changes to adapt strategies in a timely manner.
• Utilize advanced digital tools to track performance and generate insightful reports.
• Serve as the primary liaison between the client and the broader C6 Bank ecosystem.
• Develop and execute personalized communication plans that reinforce trust and transparency.
• Identify cross-selling opportunities that enhance the value delivered to the client base.

Requirements

• Hold a valid CEA certification, as it is mandatory for legal compliance and role execution.
• Demonstrate the ability to work 100% on-site in São Paulo without flexibility for remote arrangements.
• Exhibit strong influence and relationship-building skills to engage with high-level stakeholders.
• Maintain a professional appearance and demeanor suitable for interactions with elite clientele.
• Possess a proven track record of achieving or exceeding performance targets in previous roles.
• Show resilience in managing high-pressure situations and tight decision-making timelines.
• Commit to strict adherence to internal policies, procedures, and compliance protocols.
• Display excellent command of the Portuguese language, both written and verbal, for precise communication.

Nice to have

• Hold a CFP certification, which is viewed as a preferred qualification for advanced advisory responsibilities.

Practical notes

This position is based entirely on-site at our São Paulo location, and candidates must be available to work from the office daily. The role operates on a standard full-time schedule, aligned with the bank's operational hours. Travel is not a requirement for this position, as all key responsibilities are executed within the São Paulo office environment. Candidates must meet the specified regulatory certification requirements as non-negotiable conditions of employment. The application timeline is active, and interested professionals are encouraged to submit their materials for immediate review. Relocation support is not provided for this role, and candidates must be established in the São Paulo area.

The comprehensive benefits package associated with this role includes meal vouchers (Vale-Refeição and Vale-Alimentação), health and dental insurance, daycare assistance, life insurance, and access to WellHub/TotalPass. Employees also receive free online therapy via Conexa/Psicologia Viva, promoting mental health and well-being. On-site perks are extensive and include the Carbon Academy for continuous learning, the C6 Carbon card with exclusive privileges, Carbon Spa for relaxation and wellness, a fully equipped medical clinic, quick massage services, a lactation room for nursing mothers, bike racks and locker rooms for active commuters, a corporate van for regional mobility, and various recreational spaces. These spaces feature a game room for leisure, a barbecue area for social events, and an organic garden to foster community engagement. Participation in the Empresa Cidadã program provides extended maternity and paternity leave, ensuring a supportive environment for new parents. The role offers a stable and rewarding career path within a dynamic financial institution committed to innovation and client satisfaction.