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Espec Clientes Select High

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelBachelor's Degree

Description

Espec Clientes Select High Country: Brazil If you are eager to grow and continuously learn, and passionate about impacting people through your analyses, this could be the right place for you! Santander is a constantly growing ecosystem with the purpose of contributing to the prosperity of people and businesses. Here, you can create, question, and challenge the market. It means embracing both the urgency of the present and the vision of the future—aligned to always serve customers in the best possible way. It means being part of a global company that values diversity across all dimensions and embraces a flat organizational structure. At Santander, we foster a culture of horizontal roles, organized into four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a Select High Specialist—where you will be career-pathed and become the foremost expert in your area. Your role will be: A highly sensitive professional serving high-income clients with monthly income above R$15.000,00 and investments exceeding R$300.000,00, possessing a high-net-worth profile requiring exclusive service and personalized financial consulting focused on wealth management and succession planning. Key Responsibilities: • Manage and generate returns from a portfolio of approximately 700–800 high-income individual clients; • Acquire new clients to expand your portfolio in the market by offering and selling products and/or services tailored to the High-Income segment; • Manage portfolio risks while ensuring quality, in accordance with bank policies and regulatory requirements; • Monitor developments in the financial market to recommend the most suitable service or product based on client needs; • Adopt a consultative and personalized approach, ensuring optimal customer experience and guidance. Requirements: • Solid knowledge of the financial market, structured products, and wealth management; • Negotiation skills and ability to recommend customized solutions; • Ability to ensure client retention and interpret economic scenarios; • Completed undergraduate degree (postgraduate qualification is a plus!); • CPA 20 certification – ANBIMA (CEA certification is a plus!); • Proficiency with Microsoft Office suite; • Knowledge of investment products; \#BENEFITS Variable Remuneration (PLR \+ RV); Medical and Dental Assistance; Meal and Food Allowance; Supplementary Pension; Life Insurance; Daycare/Babysitter Allowance; Gympass or Totalpass; Transportation Voucher; 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 employ some of the best branch managers in the market—professionals who stand beside clients to meet their needs and offer the most appropriate solutions. If this resonates with you, join Santander! ️ \#VemProSantander \#VemSerChama \#Vendas \#comercial \#CPA \#C\-Pro R \#Atendimento \#Clientes

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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