Select Clients High Specification

Description

Job Summary: Manage Select client portfolios, delivering comprehensive financial advisory services focused on profitability, relationship building, and client retention, acting as a subject matter expert in the area. Key Highlights: 1. Hybrid advisory service to Select clients 2. Personalized financial planning 3. Development of upgrade opportunities Select Clients High Specification Country: Brazil If you are eager to grow and learn continuously, and passionate about working with people, this could be your place! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you can create the new, challenge the status quo, and disrupt the market. It’s about balancing urgency for today and vision for tomorrow—always serving customers in the best possible way. It’s about being part of a global company that values diversity across all dimensions and embraces a horizontal organizational culture. At Santander, we uphold a horizontal culture structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High**, where you will be hired as a Specialist—the primary subject matter expert in your domain. You will be responsible for managing established Select client portfolios, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and retention. **Key Responsibilities** * Deliver advisory service by alternating between digital and in-person channels as needed; * Conduct personalized financial planning, advising on portfolio options; * Develop upgrade opportunities to Select Ultra High; * Identify opportunities for upgrades and performance growth. **Behavioral and Technical Competencies** * Strong analytical ability and financial recommendation skills; * Negotiation and active listening skills; * 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. *Our Way of Being:* *At Santander, we value professionals who:* * *Think Customer* – Place the customer at the center of decisions; * *Embrace Change* – Drive transformation and innovation; * *Act Now* – Act with agility and a sense of urgency; * *Move Together* – Collaborate effectively; * *Speak Up* – Communicate openly, ethically, and transparently. If this resonates with you, join Santander! \# BENEFITS * Variable Compensation (PLR \+ RV); * Medical and Dental Assistance; * Meal and Food Allowance; * Supplementary Pension; * Life Insurance; * Daycare/Babysitter Assistance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy – A program encouraging healthier habits; * PAPE – Specialized personal support program. So? Ready to be called? In our branches (agencies), we employ top-tier managers in the market who stand alongside clients to meet their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama