Select High Clients Specification

Description

Job Summary: Manage Select client portfolios, delivering hybrid service and comprehensive financial advisory with a focus on profitability, relationship building, and client retention. Key Highlights: 1. Consultative service and personalized financial planning 2. Development of upgrade opportunities to Select Ultra High 3. Portfolio management and long-term relationship building Select High Clients Specification Country: Brazil If you are eager to grow and continuously learn, and passionate about interacting with people, this could be the right place for you! 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 aligning urgency for both the present and the future to always serve customers in the best possible way. It’s about being part of a global company that values diversity across all dimensions and embraces a flat organizational structure. At Santander, we embrace a flat organizational culture consisting of four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Clients Specialist**, where you will join as a Specialist — the primary subject-matter expert in your area. **Your Role Here Will Be:** Responsible for managing established Select client portfolios, delivering hybrid service and comprehensive financial advisory with a focus on profitability, relationship building, and client retention. **Key Responsibilities** • Deliver consultative service, 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 capability and financial recommendation skills; • Proficiency in negotiation and active listening; • Close involvement in portfolio management; • Ability to build long-term relationships; • Investment acumen and decisiveness. **Qualifications/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; * Childcare/Babysitting Assistance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy \- A program encouraging healthier lifestyles; PAPE \- Specialized Personal Support Program. * So? Ready to be called? In our branches (agencies), we employ the market’s top branch managers, who stand alongside clients to address their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama