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Select High Client Specification
Indeed
Full-time
Onsite
No experience limit
No degree limit
R. Barão do Itaim, 57 - Centro, Itu - SP, 13300-090, Brazil
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Description

Job Summary: Manage Select client portfolios, providing comprehensive financial consulting with a focus on profitability, relationship building, and client retention. Key Highlights: 1. Hybrid client service and financial consulting 2. Developing upgrade opportunities to Select Ultra High 3. Strong analytical capability and financial recommendation Select High Client Specification Country: Brazil **SELECT HIGH** If you are eager to grow and continuously learn, and passionate about interacting with people, this could be your place! The Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you can create the new, challenge conventions, and disrupt the market. It means embracing both the urgency of the present and the vision for the future—always delivering the best possible client experience. It means being part of a global company that values diversity across all dimensions and fosters a culture of role horizontalization. At Santander, we embrace a horizontalized role culture comprising 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 foremost expert in your field. **Your Role Here Will Be:** Responsible for managing established Select client portfolios, delivering hybrid service and comprehensive financial consulting focused on profitability, relationship management, and retention. **Key Responsibilities** * Conduct consultative service, alternating between digital and in-person channels as needed; * Perform individualized 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 capability and financial recommendation; * Negotiation skills and active listening; * Proximity in portfolio management; * Ability to build long-term relationships; Investment decision assertiveness. * **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 Assistance; * 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? Ready to be ignited? In our branches (agencies), we employ the market’s top-performing branch managers—professionals who stand alongside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #AquiSuaChamaTransforma #VemProSantander #VemSerChama

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
João Silva
Indeed · HR
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