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Pessoa Assessora de Investimentos | Alta Renda High at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Investment Advisory, Portfolio Management, High Net Worth Client Management, Market Analysis, Economic Scenario Analysis, Customer Relationship Management, Financial Product Sales, Communication Skills, Commercial Profile
Specialization
Requires a degree in Economics, Administration, Accounting, Engineering, or related fields, and a mandatory active CFP certification. Must have consolidated experience with Private/High Net Worth clients and a strong commercial profile.
Experience Required
Minimum 5 year(s)
პერსონალური ბანკირი (დეკრეტის შემცვლელი) - ბათუმის ს/ც 13 at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Sales Skills, Financial Analysis, Customer Relationship Management, Communication, Stress Management, Planning And Organization, Logical Thinking, Presentation Skills, Russian Language, English Language
Specialization
Candidates need at least one year of experience as an advisor in bank branches and experience in credit operations. Proficiency in Russian and English, along with strong sales and presentation skills, is required.
Experience Required
Minimum 2 year(s)
დისტანციური მომსახურების მენეჯერი დღე/ღამე at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Communication Skills, Customer Service, Problem Solving, Analytical Thinking, Professionalism, Ai Tools Proficiency, Banking Product Knowledge
Specialization
Candidates should possess strong communication skills, a desire to help others, and a growth-oriented mindset. Readiness to work with AI tools and modern technologies in the financial sector is required.
Customer Experience Advisor Wealth at RAKBANK
Ras Al Khaimah, Ras al-Khaimah, United Arab Emirates - Full Time
Skills Needed
Equity Trading Support, Brokerage Operations, Customer Service, U.S. Market Practices, Kyc, Aml, Data Privacy Regulations, Technical Troubleshooting, Portfolio Management, Financial Services
Specialization
Requires a Bachelor's degree and 1 to 3 years of experience in equity trading support or financial customer service. Must possess strong knowledge of U.S. exchanges, trading platforms, and regulatory standards like KYC and AML.
Experience Required
Minimum 2 year(s)
პერსონალური ბანკირი - ბათუმის ს/ც 13 at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Sales Skills, Financial Analysis, Customer Relationship Management, Communication, Logical Thinking, Stress Management, Planning And Organization, Presentation Skills, Russian Language, English Language
Specialization
Candidates need at least one year of experience as a consultant in bank branches and experience in credit operations. Proficiency in Russian and English, along with strong sales and presentation skills, is required.
Experience Required
Minimum 2 year(s)
Consultor de Vendas - Barra do Piraí/RJ at Agibank
Barra do Piraí, rio de janeiro, Brazil - Full Time
Skills Needed
Sales, Customer Service, Prospecting, Consultative Selling, Negotiation, Digital Marketing, Telemarketing, Relationship Building, Problem Solving, Data Management, Communication, Teamwork, Flexibility, Entrepreneurial Spirit, Financial Products Knowledge, Office Software
Specialization
Candidates must have a completed high school education and basic knowledge of Office software. A certification as a Banking Correspondent is essential for offering credit products.
სტაჟიორი - სასწავლო ცენტრი, სწავლების ტრანსფორმაციის გუნდი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Ai Tools, Video Editing, Microsoft Clipchamp, Lms Platforms, English Proficiency, Digital Content Creation, Visual Perception, Creative Vision
Specialization
Candidates should be 3rd or 4th year students or recent graduates with high English proficiency and a strong interest in AI and digital learning. Experience in video editing and a creative approach to visual content are required.
დიჯითალ ოპერატორი - სამტრედია at TBCBANK
Samtredia, Imereti, Georgia - Full Time
Skills Needed
Communication, Customer Service, Direct Sales, Digital Literacy, Consulting, Ai Tool Proficiency, Banking Products Knowledge, Proactive Sales
Specialization
Candidates should be active, growth-oriented individuals who enjoy communicating with people and are interested in the financial sector. Readiness to work with AI tools and modern digital technologies is required.
მრჩეველი - რუსთავი at TBCBANK
Rustavi, Lower Kartli, Georgia - Full Time
Skills Needed
Customer Service, Banking Operations, Sales, Consulting, Communication Skills, Ai Tools Proficiency, Foreign Languages
Specialization
Candidates should enjoy working with people and be development-oriented, with a willingness to use AI tools. Experience in sales or customer service and proficiency in foreign languages are preferred.
მრჩეველი - რუსთავი at TBCBANK
Rustavi, Lower Kartli, Georgia - Full Time
Skills Needed
Customer Service, Banking Operations, Sales, Consulting, Communication Skills, Ai Tool Proficiency, Foreign Languages
Specialization
Candidates should enjoy working with people and be development-oriented, with a preference for experience in sales or service. Readiness to work with AI tools and modern technologies is required.
მრჩეველი - თბილისი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Customer Service, Banking Operations, Sales, Consulting, Communication Skills, Ai Tool Proficiency, Foreign Languages
Specialization
Candidates should enjoy interacting with people and be growth-oriented, with a preference for experience in sales or service. Readiness to work with AI tools and modern technologies is required.
მოლარე - რუსთავი at TBCBANK
Rustavi, Lower Kartli, Georgia - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Banking Products Knowledge, Foreign Languages, Ai Tools Proficiency, Problem Solving
Specialization
Candidates should enjoy interacting with and helping people, with a willingness to work with AI tools and modern technology. Previous experience in a similar role and conversational knowledge of foreign languages are preferred.
ანაზღაურებადი სტაჟირება განვადების მენეჯერის პოზიციაზე - გორი at TBCBANK
Gori, Shida Kartli, Georgia - Full Time
Skills Needed
Communication, Customer Care, Financial Sector Knowledge, Ai Tools, Modern Technology, Interpersonal Skills
Specialization
Ideal for candidates starting their career who are communicative and growth-oriented. Must be willing to work with AI tools and modern technologies in a banking environment.
ანალიტიკოსი - მომგებიანობის მართვა და ხაზინის ფინანსები at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Financial Analysis, Analytical Modeling, Data Processing, Commercial Analysis, Communication Skills, Cross Functional Collaboration, Microsoft Office, Power Bi, Sql, English Language
Specialization
Requires 2-3+ years of experience in banking, consulting, or audit, with strong mathematical and analytical thinking. A bachelor's degree in Finance or Management is required, with proficiency in MS Office and English.
Experience Required
Minimum 2 year(s)
ასოცირებული ბანკირი (მედიუმი) - ბათუმის ფილიალი at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Corporate Banking, Client Relationship Management, Banking Operations, Analytical Thinking, Time Management, Communication Skills, Office Software, Ai Tools, Document Preparation, Problem Solving
Specialization
Requires at least 1 year of banking experience specifically in serving legal entities and proficiency in office software. Candidates must have strong knowledge of banking products, tariffs, and a readiness to work with AI tools and modern technologies.
Experience Required
Minimum 2 year(s)
Consultor de Vendas - Itapetinga/BA at Agibank
Itapetinga, Bahia, Brazil - Full Time
Skills Needed
Consultative Selling, Customer Prospecting, Active Telemarketing, Lead Conversion, Customer Relationship Management, Digital Channel Promotion, Negotiation, Microsoft Office, Financial Product Knowledge, Portfolio Management
Specialization
Requires a high school diploma, basic Office package knowledge, and a mandatory Banking Correspondent Certification (FEBRABAN, ANEPS, etc.). A degree in progress, CPA10 certification, and experience in active digital sales are considered differentials.
საკრედიტო ადმინისტრატორი - დროებითი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Credit Documentation, Legal Compliance, Ai Tools, Loan Refinancing, Customer Service, Banking Products, Document Verification, Software Registration
Specialization
A higher education degree in law is preferred, along with conversational proficiency in foreign languages. Candidates should be development-oriented and possess strong interpersonal skills for customer interaction.
Carbon Partner Sênior | Assessoria de Investimentos Local | Belo Horizonte at C6 Bank
Belo Horizonte, Minas Gerais, Brazil - Full Time
Skills Needed
Portfolio Management, Investment Products, Commercial Approach, Communication, Negotiation, Economic Analysis, Customer Relationship Management, Financial Advisory
Specialization
Requires an active CEA certification and experience in client portfolio and investment product management. A commercial profile with strong communication skills is essential, and CFP certification is a plus.
Experience Required
Minimum 5 year(s)
ანაზღაურებადი სტაჟირება განვადების მენეჯერის პოზიციაზე - თბილისი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Communication, Customer Care, Ai Tools, Modern Technology, Financial Services, Sales
Specialization
Ideal for candidates starting their career who are communicative, growth-oriented, and enjoy helping people. Readiness to work with AI tools and modern technologies is required.
კორპორატიული საოპერაციო ბანკირი - კორპორატიული ბიზნესი (ბათუმი) at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Corporate Banking, Client Relationship Management, Banking Legislation, Analytical Thinking, Time Management, English Proficiency, Russian Proficiency, Office Software, Operational Risk Management, Communication Skills
Specialization
Requires a higher education degree and at least 2 years of banking experience specifically serving legal entities. Proficiency in English, Russian, and knowledge of banking legislation and products is essential.
Experience Required
Minimum 2 year(s)
Pessoa Assessora de Investimentos | Alta Renda High at C6 Bank
São Paulo, São Paulo, Brazil -
Full Time

Start Date

Immediate

Expiry Date

01 Oct, 26

Salary

0.0

Posted On

03 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Investment Advisory, Portfolio Management, High Net Worth Client Management, Market Analysis, Economic Scenario Analysis, Customer Relationship Management, Financial Product Sales, Communication Skills, Commercial Profile

Industry

Banking

Description
Nossa área de Assessoria de Investimentos High A área de Assessoria de Investimentos High do C6 Bank oferece uma ampla prateleira de produtos nacionais e internacionais para os nossos clientes PF. 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 Gerenciar carteira de clientes, identificando oportunidades e antecipando as necessidades; Possuir habilidade para assessorar uma carteira de clientes Alta Renda, todos com perfil investidor e que já possuem conta ativa no banco; Realizar análises contínuas do mercado e acompanhar o segmento; Buscar entendimento sobre cenário econômico e fornecer orientações para os clientes de acordo com a necessidade; Cultivar relacionamento com os clientes, visando aumentar o volume de investimentos, promovendo a fidelização; Apresentar e oferecer produtos de investimento adequados às necessidades dos clientes, com objetivo de impulsionar a captação líquida da carteira. Requisitos e experiência Graduação em Economia, Administração, Contabilidade, Engenharia ou áreas Correlatas; Certificação CFP ativa (imprescindível); Experiência consolidada com clientes Alta Renda (Private); Perfil comercial com forte habilidade de comunicação; Disponibilidade para atuar 100% presencial em nosso escritório de São Paulo. Nossos benefícios Vale-Refeição; Vale-Alimentação; Plano de saúde e odontológico; Auxílio-Creche; Seguro de Vida; WellHub | TotalPass; Conexa | Psicologia Viva - Terapia online sem custo; Carbon Academy; Cartão C6 Carbon; Carbon Spa - Salão de beleza localizado em nosso escritório; Carbon Care - Ambulatório localizado em nosso escritório; Sala de amamentação; Empresa Cidadã - Prorrogação do prazo da licença-maternidade e licença-paternidade; Bicicletário; Vestiário; Van corporativa; 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 PARA UMA VIDA EXTRAORDINÁRIA 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
Manage a portfolio of high-net-worth clients by identifying opportunities and providing personalized investment recommendations. Focus on cultivating long-term relationships to increase investment volume and net inflows.
Pessoa Assessora de Investimentos | Alta Renda High at C6 Bank
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Investment Advisory, Portfolio Management, High Net Worth Client Management, Market Analysis, Economic Scenario Analysis, Customer Relationship Management, Financial Product Sales, Communication Skills, Commercial Profile
Specialization
Requires a degree in Economics, Administration, Accounting, Engineering, or related fields, and a mandatory active CFP certification. Must have consolidated experience with Private/High Net Worth clients and a strong commercial profile.
Experience Required
Minimum 5 year(s)
პერსონალური ბანკირი (დეკრეტის შემცვლელი) - ბათუმის ს/ც 13 at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Sales Skills, Financial Analysis, Customer Relationship Management, Communication, Stress Management, Planning And Organization, Logical Thinking, Presentation Skills, Russian Language, English Language
Specialization
Candidates need at least one year of experience as an advisor in bank branches and experience in credit operations. Proficiency in Russian and English, along with strong sales and presentation skills, is required.
Experience Required
Minimum 2 year(s)
დისტანციური მომსახურების მენეჯერი დღე/ღამე at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Communication Skills, Customer Service, Problem Solving, Analytical Thinking, Professionalism, Ai Tools Proficiency, Banking Product Knowledge
Specialization
Candidates should possess strong communication skills, a desire to help others, and a growth-oriented mindset. Readiness to work with AI tools and modern technologies in the financial sector is required.
Customer Experience Advisor Wealth at RAKBANK
Ras Al Khaimah, Ras al-Khaimah, United Arab Emirates - Full Time
Skills Needed
Equity Trading Support, Brokerage Operations, Customer Service, U.S. Market Practices, Kyc, Aml, Data Privacy Regulations, Technical Troubleshooting, Portfolio Management, Financial Services
Specialization
Requires a Bachelor's degree and 1 to 3 years of experience in equity trading support or financial customer service. Must possess strong knowledge of U.S. exchanges, trading platforms, and regulatory standards like KYC and AML.
Experience Required
Minimum 2 year(s)
პერსონალური ბანკირი - ბათუმის ს/ც 13 at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Sales Skills, Financial Analysis, Customer Relationship Management, Communication, Logical Thinking, Stress Management, Planning And Organization, Presentation Skills, Russian Language, English Language
Specialization
Candidates need at least one year of experience as a consultant in bank branches and experience in credit operations. Proficiency in Russian and English, along with strong sales and presentation skills, is required.
Experience Required
Minimum 2 year(s)
Consultor de Vendas - Barra do Piraí/RJ at Agibank
Barra do Piraí, rio de janeiro, Brazil - Full Time
Skills Needed
Sales, Customer Service, Prospecting, Consultative Selling, Negotiation, Digital Marketing, Telemarketing, Relationship Building, Problem Solving, Data Management, Communication, Teamwork, Flexibility, Entrepreneurial Spirit, Financial Products Knowledge, Office Software
Specialization
Candidates must have a completed high school education and basic knowledge of Office software. A certification as a Banking Correspondent is essential for offering credit products.
სტაჟიორი - სასწავლო ცენტრი, სწავლების ტრანსფორმაციის გუნდი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Ai Tools, Video Editing, Microsoft Clipchamp, Lms Platforms, English Proficiency, Digital Content Creation, Visual Perception, Creative Vision
Specialization
Candidates should be 3rd or 4th year students or recent graduates with high English proficiency and a strong interest in AI and digital learning. Experience in video editing and a creative approach to visual content are required.
დიჯითალ ოპერატორი - სამტრედია at TBCBANK
Samtredia, Imereti, Georgia - Full Time
Skills Needed
Communication, Customer Service, Direct Sales, Digital Literacy, Consulting, Ai Tool Proficiency, Banking Products Knowledge, Proactive Sales
Specialization
Candidates should be active, growth-oriented individuals who enjoy communicating with people and are interested in the financial sector. Readiness to work with AI tools and modern digital technologies is required.
მრჩეველი - რუსთავი at TBCBANK
Rustavi, Lower Kartli, Georgia - Full Time
Skills Needed
Customer Service, Banking Operations, Sales, Consulting, Communication Skills, Ai Tools Proficiency, Foreign Languages
Specialization
Candidates should enjoy working with people and be development-oriented, with a willingness to use AI tools. Experience in sales or customer service and proficiency in foreign languages are preferred.
მრჩეველი - რუსთავი at TBCBANK
Rustavi, Lower Kartli, Georgia - Full Time
Skills Needed
Customer Service, Banking Operations, Sales, Consulting, Communication Skills, Ai Tool Proficiency, Foreign Languages
Specialization
Candidates should enjoy working with people and be development-oriented, with a preference for experience in sales or service. Readiness to work with AI tools and modern technologies is required.
მრჩეველი - თბილისი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Customer Service, Banking Operations, Sales, Consulting, Communication Skills, Ai Tool Proficiency, Foreign Languages
Specialization
Candidates should enjoy interacting with people and be growth-oriented, with a preference for experience in sales or service. Readiness to work with AI tools and modern technologies is required.
მოლარე - რუსთავი at TBCBANK
Rustavi, Lower Kartli, Georgia - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Banking Products Knowledge, Foreign Languages, Ai Tools Proficiency, Problem Solving
Specialization
Candidates should enjoy interacting with and helping people, with a willingness to work with AI tools and modern technology. Previous experience in a similar role and conversational knowledge of foreign languages are preferred.
ანაზღაურებადი სტაჟირება განვადების მენეჯერის პოზიციაზე - გორი at TBCBANK
Gori, Shida Kartli, Georgia - Full Time
Skills Needed
Communication, Customer Care, Financial Sector Knowledge, Ai Tools, Modern Technology, Interpersonal Skills
Specialization
Ideal for candidates starting their career who are communicative and growth-oriented. Must be willing to work with AI tools and modern technologies in a banking environment.
ანალიტიკოსი - მომგებიანობის მართვა და ხაზინის ფინანსები at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Financial Analysis, Analytical Modeling, Data Processing, Commercial Analysis, Communication Skills, Cross Functional Collaboration, Microsoft Office, Power Bi, Sql, English Language
Specialization
Requires 2-3+ years of experience in banking, consulting, or audit, with strong mathematical and analytical thinking. A bachelor's degree in Finance or Management is required, with proficiency in MS Office and English.
Experience Required
Minimum 2 year(s)
ასოცირებული ბანკირი (მედიუმი) - ბათუმის ფილიალი at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Corporate Banking, Client Relationship Management, Banking Operations, Analytical Thinking, Time Management, Communication Skills, Office Software, Ai Tools, Document Preparation, Problem Solving
Specialization
Requires at least 1 year of banking experience specifically in serving legal entities and proficiency in office software. Candidates must have strong knowledge of banking products, tariffs, and a readiness to work with AI tools and modern technologies.
Experience Required
Minimum 2 year(s)
Consultor de Vendas - Itapetinga/BA at Agibank
Itapetinga, Bahia, Brazil - Full Time
Skills Needed
Consultative Selling, Customer Prospecting, Active Telemarketing, Lead Conversion, Customer Relationship Management, Digital Channel Promotion, Negotiation, Microsoft Office, Financial Product Knowledge, Portfolio Management
Specialization
Requires a high school diploma, basic Office package knowledge, and a mandatory Banking Correspondent Certification (FEBRABAN, ANEPS, etc.). A degree in progress, CPA10 certification, and experience in active digital sales are considered differentials.
საკრედიტო ადმინისტრატორი - დროებითი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Credit Documentation, Legal Compliance, Ai Tools, Loan Refinancing, Customer Service, Banking Products, Document Verification, Software Registration
Specialization
A higher education degree in law is preferred, along with conversational proficiency in foreign languages. Candidates should be development-oriented and possess strong interpersonal skills for customer interaction.
Carbon Partner Sênior | Assessoria de Investimentos Local | Belo Horizonte at C6 Bank
Belo Horizonte, Minas Gerais, Brazil - Full Time
Skills Needed
Portfolio Management, Investment Products, Commercial Approach, Communication, Negotiation, Economic Analysis, Customer Relationship Management, Financial Advisory
Specialization
Requires an active CEA certification and experience in client portfolio and investment product management. A commercial profile with strong communication skills is essential, and CFP certification is a plus.
Experience Required
Minimum 5 year(s)
ანაზღაურებადი სტაჟირება განვადების მენეჯერის პოზიციაზე - თბილისი at TBCBANK
Tbilisi, , Georgia - Full Time
Skills Needed
Communication, Customer Care, Ai Tools, Modern Technology, Financial Services, Sales
Specialization
Ideal for candidates starting their career who are communicative, growth-oriented, and enjoy helping people. Readiness to work with AI tools and modern technologies is required.
კორპორატიული საოპერაციო ბანკირი - კორპორატიული ბიზნესი (ბათუმი) at TBCBANK
Batumi, Autonomous Republic of Adjara, Georgia - Full Time
Skills Needed
Corporate Banking, Client Relationship Management, Banking Legislation, Analytical Thinking, Time Management, English Proficiency, Russian Proficiency, Office Software, Operational Risk Management, Communication Skills
Specialization
Requires a higher education degree and at least 2 years of banking experience specifically serving legal entities. Proficiency in English, Russian, and knowledge of banking legislation and products is essential.
Experience Required
Minimum 2 year(s)