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Commercial Assistant

Indeed

Company

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

Description

**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 all individuals, 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 Private Bank team? Bradesco Global Private Bank exclusively advises high-net-worth individuals, family holding companies, and investment-focused enterprises with substantial liquid assets available for investment. Through its open architecture model, it offers customized products and services covering banking, advisory services, asset allocation, and local and international portfolio management, as well as guidance on selecting optimal investment vehicles and structures for the perpetuation of family wealth. Additionally, through Bradesco Global Private Bank, clients gain access to the full infrastructure of Banco Bradesco, including credit, investment banking, brokerage, insurance, and pension services, among others. Work model: In-person Unit: Belo Horizonte \- MG **Your Day-to-Day Responsibilities** As a Commercial Assistant, you will work within the Private Banking Management unit, and your primary responsibilities will include: * Supporting Bankers in managing the Private client portfolio, ensuring a high standard of service and strong client engagement. * Monitoring commercial and operational requests, ensuring efficient execution and high-quality client experience. * Coordinating interactions with internal bank departments to deliver solutions aligned with client needs. * Tracking and validating registration information and documentation, ensuring compliance with policies and regulatory standards. * Contributing to analyses and organization of relevant information for portfolio management and identification of business opportunities. * Assisting in organizing commercial routines and tracking the team’s strategic initiatives. **Requirements and Qualifications** What do you need to have or know? * Completed or ongoing undergraduate degree, preferably in Business Administration, Economics, or Engineering. * C\-Pro R certification (formerly CPA\-20\) It will be an advantage if you have: * Knowledge of Corporate Banking, Investment Banking, and investment products and financial solutions for high-net-worth clients. * Experience in Wealth Management, Private Banking (HNW / UHNW), or Family Offices. * Advanced English proficiency. **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * Profit Sharing (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 from partner companies * Private Pension Plan (optional enrollment, with financial contribution from Bradesco Organization) * Viva Bem Bradesco: Health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: Special conditions across various products and services * Childcare or Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive care throughout pregnancy and postpartum

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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