Select High Client Specialist

Description

Job Summary: The Santander is seeking a Select High Specialist passionate about impacting people through analysis and focused on personalized financial consulting for high-net-worth clients. Key Highlights: 1. Work with high-net-worth clients and wealth management 2. Focus on personalized financial consulting 3. Opportunity for continuous growth and learning Select High Client Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about impacting people through your analytical skills, this could be the right place for you! Santander is a constantly expanding ecosystem committed to helping individuals and businesses thrive. Here, you can create, question, and challenge the market. It’s about embracing both the urgency of now and the vision for the future — always delivering the best possible client experience. As a global company, Santander values diversity across all dimensions and promotes a horizontal organizational culture. At Santander, our horizontal culture comprises four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a Select High Specialist — where you’ll be professionally developed and become the foremost expert in your field. Your role will be: A highly sensitive professional serving high-net-worth clients earning above R$15\.000,00 and holding investments exceeding R$300\.000,00, with a wealth-focused profile receiving exclusive service and personalized financial consulting centered on wealth management and succession planning. Key Responsibilities: • Manage and optimize returns for a portfolio of approximately 700–800 high-net-worth individual clients; • Acquire new clients to expand your portfolio within the market by offering and selling products and/or services tailored to the High-Net-Worth segment; • Manage portfolio risk while ensuring quality, in compliance with bank policies and regulatory requirements; • Monitor developments in the financial market to recommend the most suitable services or products based on client needs; • Adopt a consultative and personalized approach, guaranteeing optimal client experience and guidance. Requirements: • Solid knowledge of the financial market, structured products, and wealth management; • Strong negotiation skills and ability to recommend customized solutions; • Ability to ensure client retention and interpret economic scenarios; • Completed undergraduate degree (postgraduate qualification is preferred); • CPA 20 certification – ANBIMA (CEA certification is preferred); • Proficiency with Microsoft Office suite; • Knowledge of investment products; \#BENEFITS Variable Compensation (PLR \+ RV); Medical and Dental Assistance; Meal and Food Allowance; Supplementary Pension; Life Insurance; Daycare/Babysitter Allowance; Gympass or Totalpass; Transportation Allowance; Nascer Program; Be Healthy – a program encouraging healthier habits; PAPE – Specialized Personal Support Program. So, are you ready to be called? In our branches (agencies), we have the top branch managers in the market, who stand beside clients to meet their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#VemProSantander \#VemSerChama \#Vendas \#comercial \#CPA \#C\-Pro R \#Atendimento \#Clientes