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Job Summary: Unicred Eleva is seeking a professional to manage a portfolio of high-net-worth individual members, providing personalized financial advisory services. Key Highlights: 1. Act as a Financial Planner aiming to foster member loyalty 2. Market products and services with a focus on the Cooperative's results 3. Promote cooperative principles and the Cooperative's products and services **PLEASE NOTE**! Update your registration details, including telephone contact, e\-mail, education level, address, and professional experience. A complete registration not only allows us to get to know you better but also helps us understand your skills, experiences, and aspirations in greater detail, thereby increasing your chances throughout the selection process. Good luck! Unicred Eleva is seeking a professional to join its team in Campo Grande/MS to manage a portfolio of high-net-worth individual members, offering personalized financial advisory services and guidance on financial products and services. **Responsibilities and Duties** * Manage the portfolio by acting as a Financial Planner, aiming to foster member loyalty; * Market products and services with a focus on the Cooperative's results; * Prospect new business opportunities; * Monitor the credit cycle and, when necessary, carry out initial collection procedures; * Handle formalities related to business transactions; * Continuously pursue internal and external updates to optimize business strategies; * Guide members on using self-service and relationship channels; * Promote cooperative principles and the Cooperative's products and services among employees, members, and the community. **Requirements and Qualifications** * Completed undergraduate degree in Business Administration, Accounting, Economics, Cooperative Studies, or related fields; * A completed postgraduate degree in Banking, Business Administration, Business Management, Human Resources Management, Finance, or related fields is considered an advantage; * Active CPA-10 certification; * Certifications such as CPA-20, CEA, ANCORD, or CFP are considered advantages; * Experience in a financial institution managing portfolios of individual members; * Availability to work in Campo Grande/MS; * Availability for domestic travel. **Exclusive prerequisites for Unicred \- Núcleo Geração employees**: The employee must have been employed at Unicred for at least one year and meet the minimum profile requirements for this position (as listed above). After receiving applications, Unicred \- Núcleo Geração’s People Management team will conduct the internal selection process and forward the required information. Inform your immediate supervisor about your interest in this process. **Internal Application Deadline****: 02/23/2026** **Additional Information** * Meal/Voucher Allowance; * Unimed Health Plan (for the employee and dependents), fully covered by the Cooperative without co-payment; * Dental Plan (for the employee); * Private Pension Plan; * Life Insurance; * Semiannual Profit-Sharing Program (PSR), contingent upon achievement of targets; * Childcare Assistance; * Education Assistance; * Christmas Bonus; * Annual Bonus; * Birthday Day Off. We are one of Brazil’s leading cooperative financial institutions, operating for over 35 years with the mission of bringing prosperity to all members’ lives, transforming our reality into a more collaborative environment. We believe in every individual’s potential, valuing their ideas and skills. Here, you’ll have the opportunity to be part of a large team that transforms lives through cooperation. Since November 1, 2024, the Unicred System has adopted a two-tier organizational structure. We currently have over 4\.300 employees, 330,000 members, 25 cooperatives, approximately 380 business units, and a National Central Office with regional offices in Florianópolis, Belo Horizonte, and Porto Alegre. **At Unicred, members own the business!** In addition to accessing exclusive products and services developed according to their needs—with the best returns and rates—members participate in assemblies and institutional decision-making, receiving a share of the financial results each year. Our products and services range from checking accounts, credit lines, and financing options to investments, private pension plans, credit cards, insurance, and more. We want members to feel secure in every financial decision. Thus, we combine care, trust, and responsibility to deliver healthy and balanced financial well-being. **Your talent contributes to our company.** We have reached this point by believing in, supporting, and encouraging people—members and employees alike. Valuing the collective and promoting equal opportunity in the healthcare sector. We draw inspiration from the cooperative model to combine everyone’s competencies in pursuit of prosperity for all individuals. Together, as a team, we transform individual dreams into even greater achievements. We believe that by cooperating and uniting our strengths, we can achieve extraordinary results. **Follow Unicred’s latest news and opportunities:** **We cooperate for well\-being, collaboration, and innovation.** We continuously strive to maintain organized and welcoming headquarters to ensure inspiring and comfortable environments. Whether digital or in-person, our goal is to create spaces that promote collaboration and innovation. At Unicred, we engage in multidisciplinary projects that foster interaction and cooperation among all participants. To do so, we seek people like you: creative and eager to make things happen. Together, we can turn ideas into incredible accomplishments! **Join the team that safeguards people’s financial health.** **Join Unicred!**
