About this role
[Talent Pool] WEALTH MANAGEMENT - Belo Horizonte, MG at Inter Carreiras. Location: Belo Horizonte, Minas Gerais, Brazil. Role: assessing portfolio, prospecting clients, maintaining CRM Requirements: 1+ year experience in high-net-worth customer service; CEA certification mandatory; knowledge of Microsoft Office; Salesforce experience a plus; CFP certification a plus. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Office Certifications: cea, cfp Commitment: Full Time Workplace: Onsite Languages: Portuguese