About the role
No Seu Dia a Dia
- Apoiar os assessores de investimentos no atendimento e acompanhamento da carteira de clientes;
- Auxiliar na elaboração de propostas de investimento e relatórios personalizados;
- Atualizar e organizar dados em sistemas internos (CRM, Salesforce, planilhas e plataformas de investimento);
- Apoiar em análises básicas de perfil de investidor e montagem de alocações;
- Contribuir na construção de estratégias de abordagem e relacionamento comercial
Benefícios
- Bolsa Auxilio Complementar;
- Auxílio Alimentação e Refeição;
- Plano Médico;
- Plano Odontológico;
- Auxílio Creche/Babá;
- Vale Transporte;
- WellHub;
- TotalPass;
- Desconto em Farmácia;
- Programa de Nutrição;
- Programa de Gestantes.
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Tailored applications submittedFAQ
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