Select High Clients Specialist

Description

Job Summary: Manage Select client portfolios, delivering hybrid service and comprehensive financial advisory with a focus on profitability, relationship building, and client retention. Key Highlights: 1. Consultative service and personalized financial planning 2. Development of opportunities for Select Ultra High 3. Strong analytical capability and financial recommendations Select High Clients Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about interacting with people, this could be the right place for you! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you can create the new, challenge the market, and question the status quo. We combine urgency for both the present and the future to always serve our customers in the best possible way. You’ll join a global company that values diversity across all dimensions and embraces a flat organizational culture. At Santander, we uphold a flat organizational culture structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Clients Specialist**, where you will be hired as a Specialist—the primary expert in your field. **Your role here will be:** Responsible for managing consolidated client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and client retention. **Key Responsibilities** • Deliver consultative service by alternating between digital and in-person channels as needed; • Conduct personalized financial planning, advising on portfolio options; • Develop upgrade opportunities for Select Ultra High; • Identify opportunities for upgrades and performance growth. **Behavioral and Technical Competencies** • Strong analytical capability and financial recommendations; • Negotiation and active listening skills; • Close portfolio management engagement; • Ability to build long-term relationships; • Investment acumen. **Education/Certifications** • CPA 20 (mandatory); • Completed undergraduate degree; • Technical knowledge in credit, investments, and financial planning. If this resonates with you, join Santander! **BENEFITS** * Variable Compensation (PLR + RV); * Medical and Dental Insurance; * Meal and Food Allowance; * Supplementary Pension; * Life Insurance; * Childcare/Babysitter Assistance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy – A program encouraging healthier lifestyles; PAPE – Specialized Personal Support Program. * So? Ready to answer the call? In our branches (agencies), we have the best branch managers in the market—professionals who stand beside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #HereYourCallTransforms #JoinSantander #BeTheCall