Select High Client Specialist

Description

Job Summary: Santander is seeking a Select High Specialist to manage established client portfolios, delivering hybrid service and comprehensive financial advisory services focused on profitability, relationship building, and client retention. Key Highlights: 1. Manage Select client portfolios with hybrid service delivery 2. Provide comprehensive financial advisory services and personalized financial planning 3. Develop upgrade opportunities to Select Ultra High Select High Client Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about working with people, this could be the right place for you! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you’ll have the opportunity to create the new, challenge the market, and question the status quo. We combine urgency for the present and vision for the future to always serve our customers in the best possible way. As a global company, we value diversity across all dimensions and foster a culture of role horizontalization. At Santander, we embrace a horizontalized role culture 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 subject-matter expert in your area. **Your Role Will Be:** Responsible for managing established client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory services with focus on profitability, relationship building, and client retention. **Key Responsibilities** * Deliver consultative service by alternating between digital and in-person channels as needed; * Conduct personalized financial planning, advising clients 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; * 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 Insurance; * Meal and Food Allowance; * Supplementary Pension Plan; * Life Insurance; * Daycare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy — A program encouraging healthier habits; * PAPE — Specialized personal support program. So, are you ready to be ignited? In our branches (agencies), we employ the market’s top-performing managers who stand alongside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #AquiSuaChamaTransforma #VemProSantander #VemSerChama