Principal Relationship Manager II

Description

Job Summary: Work as a Principal Relationship Manager II, providing advisory services and customized financial solutions to high-net-worth clients, with an emphasis on relationship building and profitability. Key Highlights: 1. Advisory services for high-net-worth clients 2. Portfolio management with a relationship-focused approach 3. Identification of new business opportunities **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 fulfilling individuals' aspirations and fostering 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 provide advisory services to high-net-worth clients through excellence in relationship management, identifying their financial needs and new business opportunities while placing the client at the center and maximizing results/profitability with competence, responsibility, and ethics. Work model: In-person Unit: Palmas / TO **What will your day-to-day look like?** As a Principal Relationship Manager II, you will work within the Principal division, performing the following key activities: * Deliver exceptional service to attract and retain clients, offering personalized and humanized experiences; * Manage a client portfolio with a focus 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 as top priorities; * Monitor goals and performance indicators to ensure consistent delivery; * Collaborate with investment advisors and assistant managers to foster synergy in client service; * Represent the Principal segment with a consultative posture, sophistication, and deep technical expertise. **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 portfolios and delivering consultative services; * Strong commercial acumen; * Solid knowledge of the financial market and investment products; * Clear communication skills and a consultative demeanor during client interactions, along with professional ethics and emotional intelligence to effectively engage diverse client and peer profiles. It would 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 assistance covering pregnancy through postpartum