Business Partner for Financial Planning in a company transforming education in Brazil. Responsible for strategic financial consultancy and ensuring financial process efficiency.
About the role
- Financial Planner developing and maintaining relationships with clients to meet their financial goals. Advising on savings and investments for individuals and business leaders.
Responsibilities
- Develop new business with customers composed of individuals and/or business leaders
- Develop and maintain business relationships with members and clients
- Ensure the in-transfer of members' external assets
- Advise members and customers on financial strategies
- Develop and maintain sustainable collaborations with account managers and business partners
- Adhere to current policies, practices, and standards
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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