Select High Clients Specialist

Description

Job Summary: The Santander is seeking a Select High Specialist to manage client portfolios, delivering comprehensive financial advisory services with a focus on profitability, relationship building, and client retention. Key Highlights: 1. Consultative service and comprehensive financial advisory 2. Development of upgrade and growth opportunities 3. Culture of horizontal organizational structure and appreciation of diversity Select High Clients Specialist 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 balancing urgency for both the present and the future to always serve clients in the best possible way. It’s about being part of a global company that values diversity across all dimensions and embraces a culture of horizontal job structures. At Santander, we uphold a culture of horizontal organizational structure, organized around 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 expert in your field. **Your role here will be:** Responsible for managing established client portfolios within the Select segment, delivering hybrid service and comprehensive financial advisory focused 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 growth in performance outcomes. **Behavioral and Technical Competencies** * Strong analytical capability 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. 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 Assistance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy \- Program encouraging healthier habits; * PAPE \- Specialized Personal Support Program. So? Ready to be ignited? In our branches (agencies), we employ the market’s top branch managers—professionals who stand beside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama