Genial Investimentos
Finance • Fintech • eCommerce
Genial Investimentos is a digital investment platform that offers a wide range of financial services including fixed income investments, variable income, investment funds, private pensions, and public offers. The company aims to simplify access to the financial market, providing tools for financial education, market analysis, and various investment options for both individual and institutional clients. Genial Investimentos operates as a broker and provides advisory services, enabling customers to manage their investments effectively through a user-friendly online platform.
Assessor(a) de Investimentos – Belo Horizonte
Job not on LinkedIn
October 30
🗣️🇧🇷🇵🇹 Portuguese Required
Genial Investimentos
Finance • Fintech • eCommerce
Genial Investimentos is a digital investment platform that offers a wide range of financial services including fixed income investments, variable income, investment funds, private pensions, and public offers. The company aims to simplify access to the financial market, providing tools for financial education, market analysis, and various investment options for both individual and institutional clients. Genial Investimentos operates as a broker and provides advisory services, enabling customers to manage their investments effectively through a user-friendly online platform.
📋 Description
• Atender a carteira regionalizada de clientes do B2C; • Criar um relacionamento próximo com os clientes com o objetivo de identificar o seu perfil e objetivos financeiros, a fim de construir o seu planejamento financeiro; • Acompanhar informações sobre todos os produtos de investimentos, como ativos de renda fixa, variável, emissões primárias, performance de fundos de investimentos; • Comercializar produtos de investimentos que estejam alinhados ao perfil do cliente.
🎯 Requirements
• Graduação completa; • Experiência na comercialização de produtos financeiros e assessoria direta com cliente final; • Necessário ter a certificação CPA-20 ou CEA (Certificação CFP será um diferencial); • Residir em Belo Horizonte ou possuir disponibilidade para mudanças.
🏖️ Benefits
• Assistência Médica (Amil - coparticipação) • Assistência Odontológica (Omint) • Seguro de Vida (Mapfre) • Vale Refeição e Vale Alimentação (Alelo) • Licença Maternidade e Paternidade Estendida (Empresa Cidadã) • Auxílio Creche/Babá • Conexa Saúde • TotalPass e Wellhub • Programa de Participação nos Resultados (PPR)
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