Estágio em Daily Banker

Support investment advisors in client portfolio management and assistance with investment proposal creation and personalized reporting. Update and organize data across internal systems, including CRM, Salesforce, spreadsheets, and investment platforms. Contribute to basic investor profiling analysis and asset allocation development while helping build commercial approach strategies and client relationship frameworks. This internship role offers a comprehensive benefits package including medical and dental plans, meal allowance, childcare assistance, and nutrition programs.