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Select High Client Specialist

Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. Fernando Machado, 986 - Universitário, Chapecó - SC, 89803-003, Brazil
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Job Summary: The Santander is seeking a Select High Specialist to manage portfolios of established clients, delivering hybrid service and comprehensive financial advisory with emphasis on relationship building and customer retention. Key Highlights: 1. Consultative service and personalized financial planning 2. Development of upgrade opportunities and performance growth 3. Culture of horizontal organizational structure and appreciation of diversity Select High Client Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about interacting with people, this could be your place! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you’ll have the space to create the new, challenge the market, and question the status quo. It’s about balancing urgency for both the present and the future to always serve customers in the best possible way. It’s about being part of a global company that values diversity across all dimensions and embraces a culture of horizontal job roles. At Santander, we uphold a culture of horizontal organizational structure, 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 hired as a Specialist—the primary expert in your area. **Your role here will be:** Responsible for managing portfolios of established clients within the Select segment, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship management, and customer retention. **Key Responsibilities** * Deliver consultative service, alternating between digital and in-person channels as needed; * Conduct personalized financial planning, advising on portfolio options; * Develop upgrade opportunities toward Select Ultra High; * Identify opportunities for upgrades and performance growth. **Behavioral and Technical Competencies** * Strong analytical ability and financial recommendation skills; * Proficiency in negotiation and active listening; * Close engagement in portfolio management; * Ability to build long-term relationships; * Investment acumen and decisiveness. **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 Assistance; * Meal and Food Allowance; * Supplementary Pension; * Life Insurance; * Childcare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy — Program encouraging healthier habits; * PAPE — Specialized Personal Support Program. So? Ready to be ignited? In our branches (agencies), we employ the market’s top branch managers, who stand alongside customers to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #AquiSuaChamaTransforma #VemProSantander #VemSerChama

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
João Silva
Indeed · HR

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