Senior Relationship Manager II

Description

Job Summary: Work as a Senior Relationship Manager II, advising high-net-worth clients, identifying their financial needs and business opportunities, with emphasis on relationship management and profitability. Key Highlights: 1. Provide exceptional service and build long-term customer loyalty through personalized experiences 2. Manage client portfolios with a focus on relationship building and profitability 3. Identify opportunities and offer comprehensive financial solutions **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 lives of millions! 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 provide advisory services to high-net-worth clients through excellence in relationship management, identifying financial needs and new business opportunities—placing the client at the center while maximizing results/profitability with competence, responsibility, and ethics. Work model: In-person Unit: Manaus/AM **Your Day-to-Day Responsibilities** As a Senior Relationship Manager II, you will work within the Principal team, performing the following key activities: * Deliver exceptional service and foster customer loyalty by offering personalized, human-centered experiences; * Manage client portfolios with a focus on relationship building, profitability, and retention; * Identify business opportunities and offer comprehensive financial solutions—including investments, credit, and insurance; * Strategically attract funds from competitors; * Resolve conflicts and complaints with empathy, agility, and a strong focus on customer satisfaction; * Monitor goals and performance indicators to ensure consistent delivery; * Collaborate with investment advisors and assistant managers to promote synergy in client service; * Represent the Principal segment with a consultative approach, sophistication, and deep technical expertise. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree; * Mandatory: Active CEA certification; * Intermediate to advanced proficiency in Excel and PowerPoint; * Experience serving high-net-worth clients; * Portfolio management experience and consultative engagement; * Strong commercial acumen; * Solid knowledge of the financial market and investment products; * Clear communication skills and a consultative approach in client interactions; Professional ethics and emotional intelligence to effectively engage with diverse client profiles and peers. 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 benefits portfolio to all our employees: * Profit Sharing (PLR) or Bonus: Subject to 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) * Bradesco Viva Bem: Health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: Special conditions across various products and services * Childcare or Nanny Assistance * Extended Paternity Leave: 20 days * Maternity Leave: 180 days, including supportive care from pregnancy through postpartum