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Wells Fargo Bank Jobs overseas

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Local Partner Sênior | Assessoria de Investimentos Local | Rio de Janeiro at C6 Bank
Rio de Janeiro, rio de janeiro, Brazil - Full Time
Skills Needed
Client Management, Investment Advisory, Sales, Communication Skills, Negotiation Skills, Market Analysis, Portfolio Management, Customer Service, Problem Solving, Financial Products, Investment Strategies, Economic Awareness, Personalized Recommendations, Team Collaboration, Demand Filtering, Client Relationship Building
Specialization
Candidates must have an active CEA certification, with CFP being a plus. Experience in client portfolio management and strong commercial and communication skills are also desired.
Experience Required
Minimum 2 year(s)
Gerente de Relacionamento Comercial | Conexão C6 - Pessoa Jurídica at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Relationship Management, Consultative Selling, Performance Analysis, Team Management, Process Optimization, Customer Experience, Call Center Metrics, Crm Tools, Financial Solutions, Cross Selling, Up Selling, Communication Skills, Resilience, Collaboration, Operational Efficiency, Regulatory Compliance
Specialization
A bachelor's degree or ongoing studies in relevant fields is required, along with proven experience in client relationship management, preferably in the banking sector. Knowledge of financial products and team management is also essential.
Experience Required
Minimum 2 year(s)
Customer Service Rep- $500 SIGN-ON BONUS at FVCBANK
Baltimore, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Compliance, Banking, Analytical Skills, Communication, Team Player, Detail Oriented, Leadership, Mathematical Skills, Relationship Building, Computer Skills, Planning, Organizational Skills, Self Starter
Specialization
Candidates must have a high school diploma or GED and at least 6 months of prior banking experience. Strong customer service skills, attention to detail, and the ability to work as part of a team are essential.
Senior Credit Risk Analyst at TF Bank
Málaga, Andalusia, Spain - Full Time
Skills Needed
Data Analysis, Statistical Modelling, Sql, Predictive Modelling, Communication, Presentation Skills, Problem Solving, Attention To Detail
Specialization
A Bachelor's degree in a quantitative discipline is required, with a minimum of 3 years of experience in analytics or credit assessment. Strong analytical skills and proficiency in SQL are essential, along with excellent communication abilities.
Experience Required
Minimum 2 year(s)
Supervisor de Vendas - Cachoeiro de Itapemirim/ES at Agibank
Cachoeiro de Itapemirim, Espírito Santo, Brazil - Full Time
Skills Needed
Leadership, Sales Management, Team Building, Performance Analysis, Customer Service, Training, Coaching, Problem Solving, Communication, Entrepreneurial Spirit, Sales Strategy, Feedback, Onboarding, Administrative Skills, Product Knowledge, Compliance
Specialization
Candidates should have ongoing higher education and experience in sales team management. A certification as a Banking Correspondent is essential for offering credit products.
Experience Required
Minimum 2 year(s)
Credit Risk Analyst (Provisions) at TF Bank
Málaga, Andalusia, Spain - Full Time
Skills Needed
Credit Risk, Financial Provisioning, Ifrs 9, Analytical Skills, Problem Solving, Sql, Excel, R, Python, Power Bi, Data Management, Portfolio Analytics, Quantitative Analysis, Collaboration, Documentation, Compliance
Specialization
Candidates should have a Master's degree in a quantitative field and a minimum of 2 years of experience in credit risk or financial provisioning. A solid understanding of IFRS 9 concepts and strong analytical skills are essential.
Experience Required
Minimum 2 year(s)
Especialista de Seguros | Auto at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Insurance Products, Commercial Experience, Analytical Skills, Consultative Selling, Performance Management, Training And Development, Technical Reference, Customer Experience, Strategic Actions, Financial Institutions, Insurance Companies, Decision Making, Relationship Management, Market Opportunities, Best Practices, Performance Indicators
Specialization
A bachelor's degree is preferred, ideally in Administration, Economics, or related fields, along with commercial experience and knowledge of insurance products. Candidates should have analytical skills for performance reading and decision-making, and be available for travel across Brazil.
Experience Required
Minimum 2 year(s)
Supervisor de Vendas - Rio de Janeiro/RJ - Sulacap at Agibank
Rio de Janeiro, rio de janeiro, Brazil - Full Time
Skills Needed
Team Leadership, Sales Management, Onboarding, Performance Tracking, Feedback, Customer Service, Administrative Skills, Product Knowledge, Sales Procedures, Credit Policies, Team Engagement, Sales Strategy, Financial Products, Coaching, Training, Communication
Specialization
Candidates should have ongoing higher education and experience in sales team management, along with necessary banking certifications. Additional qualifications such as a completed degree and experience in financial product sales are preferred.
Experience Required
Minimum 2 year(s)
Coordenador de Planejamento | Planejamento at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Business Intelligence, Data Analysis, Sql, Kpi Development, Dashboard Development, Team Management, Data Integration, Data Driven Culture, Commercial Strategy, Financial Analysis, Operational Analysis, Product Pricing, Risk Reduction, Customer Experience Improvement, Analytical Demands Translation, Collaboration
Specialization
Candidates should have a higher education degree in relevant fields such as Administration, Economics, or Engineering, along with solid knowledge in BI tools and advanced SQL skills. Experience in Planning, Business Intelligence, and data analysis focused on the low-income segment is preferred.
Experience Required
Minimum 5 year(s)
RETAIL TRAINER at JD Bank
Jennings, Louisiana, United States - Full Time
Skills Needed
Training, Instructional Design, Customer Service, Banking Knowledge, Interpersonal Skills, Project Coordination, Performance Evaluation, Classroom Instruction, Facilitation Skills, Compliance Knowledge, Technical Training, Digital Learning, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook
Specialization
A bachelor's degree and over 5 years of service-related and technical experience in training are required. Experience in a financial institution and relevant certifications are preferred.
Experience Required
Minimum 5 year(s)
Assessor de Investimentos Local Pleno | Ribeirão Preto at C6 Bank
Ribeirão Preto, São Paulo, Brazil - Full Time
Skills Needed
Gestão De Clientes, Assessoria De Investimentos, Comunicação, Negociação, Gestão De Carteira, Produtos De Investimentos
Specialization
Candidates must have a CEA certification, with CFP being a plus. Experience in client portfolio management and investment products is desirable, along with strong commercial and communication skills.
Experience Required
Minimum 2 year(s)
Analista de Sistemas Pleno| Setis | Catia Boschiero at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
N/A
Specialization
Specific requirements are not detailed in the posting. However, a background in systems analysis and familiarity with financial services may be expected.
Experience Required
Minimum 2 year(s)
Analista de Negócios Júnior | Middle Office at C6 Bank
Rio de Janeiro, rio de janeiro, Brazil - Full Time
Skills Needed
Excel, Office Suite, Communication, Analytical Skills, Organization, Attention To Detail, Proactivity, Autonomy
Specialization
Candidates should have a completed or ongoing degree in relevant fields such as Administration or Economics. Proficiency in Excel and strong communication skills are essential, along with an analytical and organized mindset.
Analista de Ouvidoria Júnior - Campinas/SP at Agibank
Campinas, São Paulo, Brazil - Full Time
Skills Needed
Customer Service, Problem Solving, Empathy, Clear Communication, Active Listening, Crm Tools, Complaint Management
Specialization
Experience in customer service with a focus on active problem resolution is required. Familiarity with external complaint channels and strong communication skills are essential.
Consultor de Vendas - Campo Belo/MG at Agibank
Campo Belo, Minas Gerais, Brazil - Full Time
Skills Needed
Sales, Customer Service, Consultative Selling, Prospecting, Negotiation, Digital Marketing, Telemarketing, Social Media Engagement, Relationship Building, Problem Solving, Data Management, Financial Products Knowledge, Communication, Flexibility, Results Orientation, Entrepreneurial Spirit
Specialization
Candidates must have a completed high school education and basic knowledge of the Office suite. A certification as a Banking Correspondent is essential for offering specific financial products.
Analista de Tesouraria Júnior - Foco em Dados - Campinas/SP at Agibank
Campinas, São Paulo, Brazil - Full Time
Skills Needed
Data Manipulation, Data Automation, Sql, Python, Pyspark, Power Bi, Data Quality, Process Improvement
Specialization
Candidates should have prior experience in data manipulation and automation using SQL and Python/Pyspark. A bachelor's degree in Administration, Systems Analysis, or related fields is required, with additional experience in data orchestration tools being desirable.
Local Partner Pleno | Carbon Investidor at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Management, Consultative Service, Relationship Building, High Net Worth Client Management, Financial Solutions, Investment Strategies, Customer Service, Influence, Communication, Problem Solving
Specialization
Candidates must have a CEA certification and be available for 100% on-site work. Strong influencing skills and close client relationships are essential.
Experience Required
Minimum 2 year(s)
Gerente de Políticas de Recuperação de Crédito | Auto at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Credit Recovery, Debt Negotiation, Data Analysis, Sql, Power Bi, Tableau, Analytical Skills, Stakeholder Management, Operational Efficiency, Risk Mitigation, Policy Development, Project Management, Collaboration, Financial Services, Customer Support, Innovation
Specialization
Candidates must have a bachelor's degree in relevant fields and proven experience in credit recovery related to vehicle financing. Strong analytical skills and proficiency in data extraction and analysis tools are also required.
Experience Required
Minimum 5 year(s)
Assessor de Investimentos Pleno | Assessoria PJ at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Relationship Management, Investment Advisory, Economic Analysis, Portfolio Management, Communication Skills, Resilience, Discipline, Organization
Specialization
A bachelor's degree in Economics, Administration, Accounting, Engineering, or related fields is required. Certification in CEA is mandatory, and experience in managing investment portfolios for corporate clients is preferred.
Experience Required
Minimum 2 year(s)
Assessor de Investimentos Local Sênior | Ribeirão Preto at C6 Bank
Ribeirão Preto, São Paulo, Brazil - Full Time
Skills Needed
Gestão De Clientes, Assessoria De Investimentos, Comunicação, Negociação, Gestão De Carteira, Produtos De Investimentos
Specialization
Certification CEA is mandatory, and CFP is a differential. Desired experience in client portfolio management and investment products.
Experience Required
Minimum 2 year(s)
Local Partner Sênior | Assessoria de Investimentos Local | Rio de Janeiro at C6 Bank
Rio de Janeiro, rio de janeiro, Brazil -
Full Time

Start Date

Immediate

Expiry Date

20 Mar, 26

Salary

0.0

Posted On

20 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Management, Investment Advisory, Sales, Communication Skills, Negotiation Skills, Market Analysis, Portfolio Management, Customer Service, Problem Solving, Financial Products, Investment Strategies, Economic Awareness, Personalized Recommendations, Team Collaboration, Demand Filtering, Client Relationship Building

Industry

Banking

Description
Nossa área de Hub de Investimentos Oferece uma ampla prateleira de produtos nacionais e internacionais, incluindo renda fixa, renda variável, fundos e previdência. O C6 busca atender todos os perfis de investimentos com recomendações personalizadas. Nosso objetivo é construir relações verdadeiras, transformando a vida financeira das pessoas. Suas atividades como CSixer Gerir clientes e assessoria de Investimentos na região de Porto Alegre; Realizar oferta de produtos e serviços, por meio de uma abordagem comercial e especializada; Recepcionar demandas de clientes e solucioná-las com os acessos e alçadas disponíveis; Filtrar as demandas que devem ser direcionadas a outros times e priorizá-las; Acompanhar o cenário econômico e atualizações do mercado. Requisitos e experiência Certificação CEA ativa (obrigatória); CFP (diferencial); Disponibilidade para atuar 100% presencial; Desejável experiência com gestão de carteira de clientes e produtos de investimentos; Perfil comercial e fortes habilidades de comunicação e negociação. Nossos benefícios Vale-Refeição; Vale-Alimentação; Plano de saúde e odontológico; Auxílio-Creche; Seguro de Vida; WellHub; Conexa | Psicologia Viva - Terapia online sem custo; Cartão C6 Carbon; Carbon Spa - Salão de beleza localizado em nosso escritório; Sala de amamentação; Empresa Cidadã - Prorrogação do prazo da licença-maternidade e licença-paternidade; Bicicletário; Vestiário; Espaço de convivência - Videogame, mesa de sinuca, playball, churrasqueira, chopeira, lanchonete, diversos locais de descanso, redes, cesta de basquete e horta colaborativa e orgânica. C6 BANK O BANCO DA SUA VIDA Atendemos pessoas físicas, MEIs e PMEs em todos os estados do Brasil. Sem agências físicas, oferecemos mais de 90 produtos e serviços financeiros feitos para todos os perfis de clientes. Estamos localizados em São Paulo-SP e contamos com mais de 3.000 CSixers que estão sempre a mil por hora. Em pouco mais de cinco anos, conquistamos muitos prêmios e reconhecimentos. No C6 Bank, acreditamos que a diversidade impulsiona a inovação e fortalece nosso ambiente de trabalho. Por isso, promovemos uma cultura inclusiva, que valoriza a equidade e garante oportunidades para todas as pessoas, independentemente de raça, cor, idade, credo, deficiência, nacionalidade, estado civil, orientação sexual, identidade ou expressão de gênero. Aqui, todo mundo é bem-vindo para ser quem é. Confira mais informações no vídeo abaixo:
Responsibilities
The role involves managing clients and providing investment advisory services in the Porto Alegre region. Responsibilities include offering products and services, addressing client demands, and monitoring economic scenarios.
Local Partner Sênior | Assessoria de Investimentos Local | Rio de Janeiro at C6 Bank
Rio de Janeiro, rio de janeiro, Brazil - Full Time
Skills Needed
Client Management, Investment Advisory, Sales, Communication Skills, Negotiation Skills, Market Analysis, Portfolio Management, Customer Service, Problem Solving, Financial Products, Investment Strategies, Economic Awareness, Personalized Recommendations, Team Collaboration, Demand Filtering, Client Relationship Building
Specialization
Candidates must have an active CEA certification, with CFP being a plus. Experience in client portfolio management and strong commercial and communication skills are also desired.
Experience Required
Minimum 2 year(s)
Gerente de Relacionamento Comercial | Conexão C6 - Pessoa Jurídica at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Relationship Management, Consultative Selling, Performance Analysis, Team Management, Process Optimization, Customer Experience, Call Center Metrics, Crm Tools, Financial Solutions, Cross Selling, Up Selling, Communication Skills, Resilience, Collaboration, Operational Efficiency, Regulatory Compliance
Specialization
A bachelor's degree or ongoing studies in relevant fields is required, along with proven experience in client relationship management, preferably in the banking sector. Knowledge of financial products and team management is also essential.
Experience Required
Minimum 2 year(s)
Customer Service Rep- $500 SIGN-ON BONUS at FVCBANK
Baltimore, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Compliance, Banking, Analytical Skills, Communication, Team Player, Detail Oriented, Leadership, Mathematical Skills, Relationship Building, Computer Skills, Planning, Organizational Skills, Self Starter
Specialization
Candidates must have a high school diploma or GED and at least 6 months of prior banking experience. Strong customer service skills, attention to detail, and the ability to work as part of a team are essential.
Senior Credit Risk Analyst at TF Bank
Málaga, Andalusia, Spain - Full Time
Skills Needed
Data Analysis, Statistical Modelling, Sql, Predictive Modelling, Communication, Presentation Skills, Problem Solving, Attention To Detail
Specialization
A Bachelor's degree in a quantitative discipline is required, with a minimum of 3 years of experience in analytics or credit assessment. Strong analytical skills and proficiency in SQL are essential, along with excellent communication abilities.
Experience Required
Minimum 2 year(s)
Supervisor de Vendas - Cachoeiro de Itapemirim/ES at Agibank
Cachoeiro de Itapemirim, Espírito Santo, Brazil - Full Time
Skills Needed
Leadership, Sales Management, Team Building, Performance Analysis, Customer Service, Training, Coaching, Problem Solving, Communication, Entrepreneurial Spirit, Sales Strategy, Feedback, Onboarding, Administrative Skills, Product Knowledge, Compliance
Specialization
Candidates should have ongoing higher education and experience in sales team management. A certification as a Banking Correspondent is essential for offering credit products.
Experience Required
Minimum 2 year(s)
Credit Risk Analyst (Provisions) at TF Bank
Málaga, Andalusia, Spain - Full Time
Skills Needed
Credit Risk, Financial Provisioning, Ifrs 9, Analytical Skills, Problem Solving, Sql, Excel, R, Python, Power Bi, Data Management, Portfolio Analytics, Quantitative Analysis, Collaboration, Documentation, Compliance
Specialization
Candidates should have a Master's degree in a quantitative field and a minimum of 2 years of experience in credit risk or financial provisioning. A solid understanding of IFRS 9 concepts and strong analytical skills are essential.
Experience Required
Minimum 2 year(s)
Especialista de Seguros | Auto at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Insurance Products, Commercial Experience, Analytical Skills, Consultative Selling, Performance Management, Training And Development, Technical Reference, Customer Experience, Strategic Actions, Financial Institutions, Insurance Companies, Decision Making, Relationship Management, Market Opportunities, Best Practices, Performance Indicators
Specialization
A bachelor's degree is preferred, ideally in Administration, Economics, or related fields, along with commercial experience and knowledge of insurance products. Candidates should have analytical skills for performance reading and decision-making, and be available for travel across Brazil.
Experience Required
Minimum 2 year(s)
Supervisor de Vendas - Rio de Janeiro/RJ - Sulacap at Agibank
Rio de Janeiro, rio de janeiro, Brazil - Full Time
Skills Needed
Team Leadership, Sales Management, Onboarding, Performance Tracking, Feedback, Customer Service, Administrative Skills, Product Knowledge, Sales Procedures, Credit Policies, Team Engagement, Sales Strategy, Financial Products, Coaching, Training, Communication
Specialization
Candidates should have ongoing higher education and experience in sales team management, along with necessary banking certifications. Additional qualifications such as a completed degree and experience in financial product sales are preferred.
Experience Required
Minimum 2 year(s)
Coordenador de Planejamento | Planejamento at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Business Intelligence, Data Analysis, Sql, Kpi Development, Dashboard Development, Team Management, Data Integration, Data Driven Culture, Commercial Strategy, Financial Analysis, Operational Analysis, Product Pricing, Risk Reduction, Customer Experience Improvement, Analytical Demands Translation, Collaboration
Specialization
Candidates should have a higher education degree in relevant fields such as Administration, Economics, or Engineering, along with solid knowledge in BI tools and advanced SQL skills. Experience in Planning, Business Intelligence, and data analysis focused on the low-income segment is preferred.
Experience Required
Minimum 5 year(s)
RETAIL TRAINER at JD Bank
Jennings, Louisiana, United States - Full Time
Skills Needed
Training, Instructional Design, Customer Service, Banking Knowledge, Interpersonal Skills, Project Coordination, Performance Evaluation, Classroom Instruction, Facilitation Skills, Compliance Knowledge, Technical Training, Digital Learning, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook
Specialization
A bachelor's degree and over 5 years of service-related and technical experience in training are required. Experience in a financial institution and relevant certifications are preferred.
Experience Required
Minimum 5 year(s)
Assessor de Investimentos Local Pleno | Ribeirão Preto at C6 Bank
Ribeirão Preto, São Paulo, Brazil - Full Time
Skills Needed
Gestão De Clientes, Assessoria De Investimentos, Comunicação, Negociação, Gestão De Carteira, Produtos De Investimentos
Specialization
Candidates must have a CEA certification, with CFP being a plus. Experience in client portfolio management and investment products is desirable, along with strong commercial and communication skills.
Experience Required
Minimum 2 year(s)
Analista de Sistemas Pleno| Setis | Catia Boschiero at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
N/A
Specialization
Specific requirements are not detailed in the posting. However, a background in systems analysis and familiarity with financial services may be expected.
Experience Required
Minimum 2 year(s)
Analista de Negócios Júnior | Middle Office at C6 Bank
Rio de Janeiro, rio de janeiro, Brazil - Full Time
Skills Needed
Excel, Office Suite, Communication, Analytical Skills, Organization, Attention To Detail, Proactivity, Autonomy
Specialization
Candidates should have a completed or ongoing degree in relevant fields such as Administration or Economics. Proficiency in Excel and strong communication skills are essential, along with an analytical and organized mindset.
Analista de Ouvidoria Júnior - Campinas/SP at Agibank
Campinas, São Paulo, Brazil - Full Time
Skills Needed
Customer Service, Problem Solving, Empathy, Clear Communication, Active Listening, Crm Tools, Complaint Management
Specialization
Experience in customer service with a focus on active problem resolution is required. Familiarity with external complaint channels and strong communication skills are essential.
Consultor de Vendas - Campo Belo/MG at Agibank
Campo Belo, Minas Gerais, Brazil - Full Time
Skills Needed
Sales, Customer Service, Consultative Selling, Prospecting, Negotiation, Digital Marketing, Telemarketing, Social Media Engagement, Relationship Building, Problem Solving, Data Management, Financial Products Knowledge, Communication, Flexibility, Results Orientation, Entrepreneurial Spirit
Specialization
Candidates must have a completed high school education and basic knowledge of the Office suite. A certification as a Banking Correspondent is essential for offering specific financial products.
Analista de Tesouraria Júnior - Foco em Dados - Campinas/SP at Agibank
Campinas, São Paulo, Brazil - Full Time
Skills Needed
Data Manipulation, Data Automation, Sql, Python, Pyspark, Power Bi, Data Quality, Process Improvement
Specialization
Candidates should have prior experience in data manipulation and automation using SQL and Python/Pyspark. A bachelor's degree in Administration, Systems Analysis, or related fields is required, with additional experience in data orchestration tools being desirable.
Local Partner Pleno | Carbon Investidor at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Management, Consultative Service, Relationship Building, High Net Worth Client Management, Financial Solutions, Investment Strategies, Customer Service, Influence, Communication, Problem Solving
Specialization
Candidates must have a CEA certification and be available for 100% on-site work. Strong influencing skills and close client relationships are essential.
Experience Required
Minimum 2 year(s)
Gerente de Políticas de Recuperação de Crédito | Auto at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Credit Recovery, Debt Negotiation, Data Analysis, Sql, Power Bi, Tableau, Analytical Skills, Stakeholder Management, Operational Efficiency, Risk Mitigation, Policy Development, Project Management, Collaboration, Financial Services, Customer Support, Innovation
Specialization
Candidates must have a bachelor's degree in relevant fields and proven experience in credit recovery related to vehicle financing. Strong analytical skills and proficiency in data extraction and analysis tools are also required.
Experience Required
Minimum 5 year(s)
Assessor de Investimentos Pleno | Assessoria PJ at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Relationship Management, Investment Advisory, Economic Analysis, Portfolio Management, Communication Skills, Resilience, Discipline, Organization
Specialization
A bachelor's degree in Economics, Administration, Accounting, Engineering, or related fields is required. Certification in CEA is mandatory, and experience in managing investment portfolios for corporate clients is preferred.
Experience Required
Minimum 2 year(s)
Assessor de Investimentos Local Sênior | Ribeirão Preto at C6 Bank
Ribeirão Preto, São Paulo, Brazil - Full Time
Skills Needed
Gestão De Clientes, Assessoria De Investimentos, Comunicação, Negociação, Gestão De Carteira, Produtos De Investimentos
Specialization
Certification CEA is mandatory, and CFP is a differential. Desired experience in client portfolio management and investment products.
Experience Required
Minimum 2 year(s)