Principal Relationship Manager I

Description

Job Summary: Work as a Principal Relationship Manager I, advising high-net-worth clients with a focus on excellence, profitability, and retention, while promoting team synergy. Key Highlights: 1. Advising high-net-worth clients with excellence 2. Strategic management of client portfolios 3. Team synergy and consultative approach **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 Principal team? We advise high-net-worth clients through excellence-oriented relationships, identifying their financial needs and new business opportunities, placing the client at the center and prioritizing principal-level engagement to maximize results/profitability with competence, responsibility, and ethics. Work model: In-person Unit: Belo Horizonte/MG **What will your day-to-day look like?** As a Principal Relationship Manager I, you will work within the Principal division, performing the following key activities: * Serve and retain clients with excellence, delivering personalized and humanized experiences; * Manage client portfolios with emphasis on relationship-building, profitability, and retention; * Identify business opportunities and offer comprehensive financial solutions, including investments, credit, and insurance; * Strategically attract funds from competitors; * Resolve conflicts and complaints with empathy, agility, and customer satisfaction focus; * Monitor goals and performance indicators, ensuring consistent delivery; * Collaborate with investment advisors and assistant managers to promote synergistic service delivery; * Represent the Principal segment with a consultative, sophisticated, and technically deep approach. **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 client portfolios and providing consultative services; * Strong commercial acumen; * Solid knowledge of the financial market and investment products; * Clear communication skills and a consultative demeanor in client interactions, along with professional ethics and emotional intelligence to effectively engage diverse client and peer profiles. It will be 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) * Viva Bem Bradesco: Health, well-being, and quality-of-life program * 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