Principal Relationship Manager I

Description

Job Summary: Act as a Principal Relationship Manager, advising high-net-worth clients, identifying financial needs, and uncovering business opportunities. Key Highlights: 1. Excellence and personalization in customer service and retention 2. Strategic management of high-net-worth client portfolios 3. Teamwork focused on synergy and technical expertise **About Bradesco** Bradesco is one of Brazil's largest financial groups, with a history marked by pioneering spirit and innovation. Through our broad and diversified portfolio of financial products, banking services, and insurance offerings, we contribute to individuals' aspirations and the sustainable growth of businesses and society. Join our financial ecosystem and impact the experience of millions of people! At Bradesco, we value diversity in all its forms. Therefore, our job openings are open to everyone, regardless of gender, race, sexual orientation, disability, age, or any other characteristic. Learn more at https://banco.bradesco/html/classic/sobre/index.shtm **Responsibilities and Duties** What is our Principal team? We advise high-net-worth clients through excellence in relationship management, identifying financial needs and new business opportunities, placing the client at the center and emphasizing principalship to maximize results/return on investment with competence, responsibility, and ethics. Work model: In-person Unit: Osasco \- SP **What will your day-to-day look like?** As a Principal Relationship Manager I, you will work within the Principal Management area and your main responsibilities will include: * Delivering excellent service and fostering client loyalty through personalized, human-centered experiences; * Managing client portfolios with focus on relationship building, profitability, and retention; * Identifying business opportunities and offering comprehensive financial solutions, including investments, credit, and insurance; * Strategically attracting funds from competitors; * Resolving conflicts and complaints empathetically, promptly, and with a focus on customer satisfaction; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating with investment advisors and assistant managers to promote synergistic client service; * Representing the Principal segment with a consultative approach, sophistication, and deep technical knowledge. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree; * Active CEA certification; * Intermediate to advanced proficiency in Excel and PowerPoint; * Experience serving high-net-worth clients; * Experience managing client portfolios and providing consultative services; * Strong commercial acumen; * Solid knowledge of the financial market and investment products; * Clear communication skills and a consultative demeanor in client interactions; It’s a plus if you have: * Fluent English (for reading documents and occasional interactions with clients or internal materials). **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * PLR or Bonus: Based on position eligibility\* * Health Insurance * Dental Insurance * Life Insurance * Meal Allowance * Food Voucher * 13th Food Basket * Total Pass * Transportation Voucher (optional enrollment) * Discounts on products and services offered by partner companies * Private Pension Plan (optional enrollment, with financial contribution from Bradesco Organization) * Viva Bem Bradesco: A health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: Special conditions across various products and services * Daycare or Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive assistance from pregnancy through postpartum