Sicredi Rota das Terras - Vaga para Negócios PF Alta Renda - Patos de Minas/MG
On-sitePatos de Minas, Minas Gerais, Brazil
Patos de Minas, Minas Gerais, BrazilOn-siteFull TimeSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Manage the portfolio of high-net-worth individual associates by acting as a financial consultant who anticipates life projects and presents tailored solutions. Identify business opportunities and offer appropriate financial products, while prospecting for new associates to expand the portfolio. Structure and monitor credit, investment, and insurance operations, ensuring excellence in service to strengthen relationships and loyalty. Develop financial planning considering short, medium, and long-term objectives. This effective role is located in Patos de Minas/MG and requires an Anbima C-Pro R certification.
Required Qualifications
- Superior em andamento ou completo em Administração, Ciências Contábeis, Economia ou áreas afins
- Residir em Patos de Minas/MG ou proximidades
- Certificação Anbima C-Pro R
Desired Qualifications
- Preferencialmente ter exercido atividades de negócio ou gerenciamento de carteiras de instituição financeira ou experiência similar de mercado, com conhecimentos sobre produtos e serviços, técnicas de vendas e negociação
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.