PRIMARY RELATIONSHIP MANAGER I

Description

Job Summary: Primary Relationship Manager I responsible for advising high-net-worth clients, focusing on relationship building, identification of financial needs, and business opportunities—with excellence and ethics. Key Highlights: 1. Personalized and humanized service to high-net-worth clients 2. Strategic portfolio management focused on profitability and retention 3. Teamwork emphasizing 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 broadly 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 Primary Team? We provide advisory services to high-net-worth clients through excellence in relationship management—identifying financial needs and new business opportunities—while placing the client at the center and maximizing results/profitability with competence, responsibility, and ethics. Work model: In-person Unit: Manaus/AM **Your Day-to-Day** As a Primary Relationship Manager I, you will work within the Primary team and your main responsibilities will include: * Delivering outstanding service to acquire and retain clients, offering personalized and humanized experiences; * Managing a client portfolio 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 with empathy, agility, and customer satisfaction as top priorities; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating with investment advisors and assistant managers to foster synergy in client service; * Representing the Primary segment with a consultative posture, sophistication, and deep technical knowledge. **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; * Experience managing portfolios and delivering consultative services; * Strong commercial skills; * Solid understanding of the financial market and investment products; * Clear communication and consultative approach in client interactions; professional ethics and emotional intelligence to engage effectively 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 portfolio of benefits to all our employees: * PLR or Bonus: Based on position eligibility* * Health Insurance * Dental Insurance * Life Insurance * Food Allowance * Meal 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 Well-Being Program: health, well-being, and quality-of-life initiative * 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