Select High Clients Specialist

Description

Job Summary: Santander is seeking a Select High Specialist to provide wealth management and personalized financial advisory services to high-net-worth clients, with an emphasis on growth and impact. Key Highlights: 1. Consultative and personalized service in the financial market 2. Focus on wealth management and high-net-worth succession planning 3. Opportunity for continuous growth and learning Select High Clients Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about impacting people through your analysis, this could be your place! Santander is a constantly evolving ecosystem committed to helping individuals and businesses thrive. Here, you can create, question, and challenge the market. We combine urgency for the present and vision for the future to always serve our customers in the best possible way. You will join a global company that values diversity across all dimensions and embraces a horizontal organizational culture. At Santander, we practice a horizontal culture structured around four career clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a Select High Specialist — where you will be professionally developed and become the foremost expert in your field. Your role will be: A highly sensitive professional serving high-net-worth clients with income above R$15,000.00 and investments exceeding R$300,000.00, delivering exclusive service and personalized financial advisory focused on wealth management and succession planning. Key Responsibilities: • Manage and optimize returns for a portfolio of approximately 700–800 high-net-worth individual clients; • Acquire new clients to expand your portfolio in the market by offering and selling products and/or services tailored to the High-Net-Worth segment; • Manage portfolio risk while ensuring quality, in accordance with bank policies and regulatory requirements; • Monitor financial market developments to recommend the most suitable service or product based on client needs; • Deliver consultative and personalized service, ensuring the best customer experience and guidance. Requirements: • Solid knowledge of the financial market, structured products, and wealth management; • Negotiation skills and ability to recommend customized solutions; • Ability to ensure client retention and interpret economic scenarios; • Completed undergraduate degree (postgraduate degree preferred); • CPA 20 certification – ANBIMA (CEA certification is a plus); • Proficiency with Microsoft Office suite; • Knowledge of investment products; #BENEFITS Variable Compensation (PLR + RV); Medical and Dental Insurance; Meal and Food Allowance; Supplementary Pension; Life Insurance; Daycare/Babysitter Allowance; Gympass or Totalpass; Transportation Voucher; Nascer Program; Be Healthy – a program encouraging healthier lifestyles; PAPE – Specialized Personal Support Program. So, are you ready to be called? In our branches (agencies), we have the market’s top managers who stand alongside customers to meet their needs and offer the most appropriate solutions. If this resonates with you, join Santander! ️ #VemProSantander #VemSerChama #Vendas #comercial #CPA #C-ProR #Atendimento #Clientes