Estágio Comercial B2C | Necton

Btgpactual

São Paulo (BR - SAO PAULO) permanent

Posted: March 25, 2026

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Quick Summary

Apoiar assessores de investimentos e auxiliar na elaboração de propostas de investimento e relatórios personalizados.

Required Skills

Customer Service Data Entry CRM Systems Investment Proposals Database Management Financial Analysis Strategic Planning Retail Sales Inventory Management Customer Relationship Management

Job Description

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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