Pessoa Assessora de Investimentos Sênior | Alta Renda

About the role

The High-Income Investment Advisory team at C6 Bank is dedicated to offering a wide array of financial products, both domestic and international, tailored to individual clients. In this role, you will be responsible for delivering customized investment strategies aimed at helping clients meet their financial objectives while fostering enduring relationships. Your expertise will be crucial in navigating the complexities of investment options available to high-net-worth individuals.

Key facts

What you'll do

• Oversee a diverse portfolio of high-income clients, proactively identifying new investment opportunities tailored to their unique financial situations.
• Deliver expert advice to existing account holders, ensuring recommendations align with their specific investor profiles and financial aspirations.
• Conduct continuous market research and analysis to stay informed about competitive trends and economic developments that could impact client investments.
• Articulate various economic scenarios to clients, enabling them to make well-informed decisions regarding their investment strategies.
• Cultivate and enhance client relationships to boost investment volumes and improve client retention rates.
• Present and recommend appropriate investment products to stimulate net inflows within your assigned portfolio.
• Collaborate with internal teams to ensure a seamless client experience and to align investment strategies with broader financial goals.
• Monitor client portfolios regularly, making adjustments as necessary to optimize performance and align with market conditions.
• Organize and conduct client meetings to review portfolio performance, discuss market trends, and adjust strategies as needed.
• Stay updated on regulatory changes and compliance requirements to ensure all client interactions and recommendations adhere to industry standards.
• Participate in training and development sessions to enhance your knowledge of financial products and investment strategies.
• Provide feedback to management on market trends and client needs to help shape the bank's investment offerings.

Requirements

• A bachelor's degree in Economics, Business Administration, Accounting, Engineering, or a related discipline is required.
• Possession of an active CFP (Certified Financial Planner) certification is mandatory for this position.
• Demonstrated experience in managing relationships with high-income clients is essential.
• A strong commercial acumen complemented by exceptional communication skills is necessary for success in this role.
• Must be willing and able to work exclusively from our office in São Paulo.
• Proven ability to analyze complex financial data and present it in an understandable manner to clients.
• Strong organizational skills with the ability to manage multiple client accounts simultaneously.

Nice to have

• Experience with investment products in both domestic and international markets is a plus.
• Familiarity with financial planning software and tools can enhance your effectiveness in this role.
• Previous experience in a similar advisory role within a financial institution would be advantageous.
• A network of professional contacts within the finance industry can be beneficial.
• Multilingual abilities, particularly in English or Spanish, are a valuable asset.

Skills & tools

• Proficiency in financial analysis and investment management software.
• Strong understanding of market trends, economic indicators, and investment strategies.
• Excellent interpersonal skills for building and maintaining client relationships.
• Ability to work collaboratively within a team environment while also being self-motivated.
• Competence in using Microsoft Office Suite and other relevant financial tools.

Practical notes

C6 Bank offers a comprehensive benefits package that includes meal and food vouchers, health and dental insurance, daycare support, life insurance, and access to WellHub/TotalPass for wellness initiatives. Employees also benefit from free online therapy services through Conexa/Psicologia Viva. The workplace is designed to enhance employee well-being, featuring amenities such as a spa, medical clinic, quick massage services, a lactation room, bike rack, changing facilities, and a corporate van service. We are proud participants in the Empresa Cidadã program, which provides extended maternity and paternity leave. Our office environment is vibrant, with recreational spaces equipped with video games, pool tables, sports areas, grills, a bar, and organic gardens, fostering a balanced work-life atmosphere.