Select High Clients Specialist

Description

Job Summary: Manage Select client portfolios, providing comprehensive financial advisory services with a focus on profitability, relationship building, and client retention, acting as a subject-matter expert in the area. Key Highlights: 1. Opportunity for growth and continuous learning 2. Consultative service and personalized financial planning 3. Culture of flat hierarchy and appreciation of diversity Select High Clients Specialist 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 market, and question the status quo. It’s about balancing urgency for today with vision for tomorrow—always delivering the best possible customer experience. It’s about being part of a global company that values diversity across all dimensions and embraces a flat organizational culture. At Santander, we uphold a flat-hierarchy culture structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High** professional, where you will be hired as a Specialist—the primary subject-matter expert in your field. You will be responsible for managing established client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory with emphasis on profitability, relationship management, and retention. **Key Responsibilities** * Deliver consultative service, alternating between digital and in-person channels as needed; * Conduct personalized financial planning, advising clients on their portfolio; * Develop opportunities for upgrading to Select Ultra High; * Identify opportunities for portfolio 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. **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 Insurance; * Meal and Food Allowance; * Supplementary Pension; * 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 called? In our branches (agencies), we employ the market’s top branch managers—who stand side-by-side with clients to understand their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama