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Banker I
Negotiable Salary
Indeed
Full-time
Onsite
No experience limit
No degree limit
R. XV de Novembro, 955 - Centro, Blumenau - SC, 89010-003, Brazil
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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 to 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 Banking team? Bradesco Global Private Bank exclusively advises high-net-worth individuals, family holding companies, and investment firms with substantial liquid assets available for investment. Through its open-architecture model, it delivers customized products and services covering banking, advisory, asset allocation, and local and international portfolio management, as well as guidance on selecting optimal investment vehicles and structures to ensure 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: Blumenau – SC **What will your day-to-day look like?** As a Banker I, you will manage high-income clients, offering personalized financial solutions, wealth management, and succession planning—ensuring excellence in client relationships and strict adherence to regulatory requirements and institutional guidelines. Your primary responsibilities will include: * Managing the Private client portfolio, ensuring consultative and personalized service * Developing asset allocation strategies aligned with clients’ risk profiles, objectives, and investment horizons * Conducting comprehensive financial planning—including retirement, succession, and wealth protection * Addressing client needs related to banking, credit, cards, and general services * Monitoring the financial market and identifying opportunities aligned with clients’ needs * Ensuring compliance with internal policies and regulations issued by BACEN, CVM, and ANBIMA * Collaborating synergistically with internal areas (Advisory, Products, Wealth Planning) to deliver integrated solutions **Requirements and Qualifications** What do you need to have or know? * Bachelor’s degree in Administration, Economics, Engineering, Law, Accounting, or related fields * Certified Financial Planner (CFP) certification required * Knowledge of financial markets and investment products (fixed income, equities, funds, pensions) * Financial and succession planning expertise * Familiarity with regulatory frameworks (BACEN, CVM, ANBIMA) The following would be advantageous: * Prior experience in Private Banking or Wealth Management * Additional certifications (CFA, CFG, CGA, CGE) * Established network within the high-net-worth segment * Proficiency with Salesforce **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * Profit-Sharing Plan (PLR) or Bonus: Based on position eligibility* * Health Insurance * Dental Insurance * Life Insurance * Food Allowance * Meal Voucher * 13th Month 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: A health, wellness, and quality-of-life initiative * 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, with supportive assistance throughout pregnancy and postpartum

Source:  indeed View original post
João Silva
Indeed · HR

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