Prime Relationship Manager I

Description

Job Summary: The Prime Relationship Manager provides personalized service, prospecting new clients and managing portfolios with a focus on profitability and client retention. Key Highlights: 1. Personalized service and excellence in experience 2. Active portfolio management 3. Consultative approach to investments and financial solutions **About Bradesco** The Bradesco Group is one of Brazil's largest financial institutions, with a history marked by pioneering spirit and innovation. Through our broad and diversified portfolio of financial products, banking services, and insurance offerings, we contribute to individuals' aspirations and the sustainable growth of businesses and society. Join our financial ecosystem and impact the lives of millions! At Bradesco, we value diversity in all its forms. Therefore, our job openings are open to everyone, 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 Prime team? Our team is dedicated to delivering personalized service, connecting clients with exclusive products and services. Focused on excellence and value creation, we provide a comprehensive, differentiated banking experience aligned with each client’s individual needs. **Work Model:** On-site **Work Location:** PASSOS \- MG **What will your day-to-day look like?** As a Prime Relationship Manager, your main responsibilities will include: * Providing client service both in-person and remotely, ensuring an excellent experience during every interaction; * Prospecting new clients for the Prime segment to expand the relationship base; * Actively managing the client portfolio, focusing on profitability, retention, and business expansion; * Acting consultatively by offering personalized support for investment, insurance, and other financial solutions aligned with each client’s profile. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree in Business Administration, Economics, Engineering, or related fields; * CPA\-20, CEA, or CFP certification; * Solid experience in public-facing roles within the banking sector; * Experience in commercial areas and client portfolio management in the financial sector; * Intermediate or advanced English proficiency; * Intermediate-level proficiency in Microsoft Office suite. It will be a plus if you have: * Postgraduate degree, MBA, or specialized courses relevant to the field; * Fluent English. **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * Profit Sharing (PLR) or Bonus: Subject to 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 from 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 (20 days) * Maternity Leave (180 days), including pregnancy and postpartum assistance Selection Process Steps: * Online application Let’s go! Apply for the available position in your city and complete the form. * Profile screening We will evaluate applications against the job requirements. * Online assessments You will take a test to assess your alignment with our culture, general knowledge, and logical reasoning. * Video interview You will record a video addressing topics related to the area you were referred to. * Onboarding process Final step! Here, you will submit required documents and undergo the pre-employment medical examination. **Attention:** Some stages are eliminatory; candidates will receive updates via e\-mail regarding their progress in the process. \#LI\-Onsite