Wealth Management Talent Pool

Join our team at Inter&Co as a Wealth Management Talent Pool to advise wealth management clients, provide customer service, and perform commercial routines. Keep up with financial market trends and maintain CRM data for efficiency. Ensure compliance with legislation and institutional policies.

Requirements

• Completed degree
• Minimum 1 year of experience in high-end customer service
• CEA certification is mandatory
• Knowledge of the Office package
• Experience in Salesforce is a differential
• Previous experience in investment brokerage is a differential
• CFP certification is a differential

Benefits

• Food allowance/meal voucher
• Health and dental plan
• Life insurance
• Transportation allowance
• Duo Gourmet
• Wellhub