About this role
Carbon Partner Sênior | Assessoria de Investimentos Local | Campinas at C6 Bank. Location: Campinas or São Paulo. Role: managing clients, offering products, resolving requests Requirements: Active CEA certification required, CFP preferred. 100% onsite in Campinas. Experience managing client portfolios and investment products desirable; commercial profile with strong communication and negotiation skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cea, cfp Commitment: Full Time Workplace: Onsite Languages: Portuguese