Principal Relationship Manager I

Description

Job Summary: Principal Relationship Manager I to provide advisory services to high-net-worth clients, identifying financial needs and new business opportunities with excellence and integrity. Key Highlights: 1. Personalized and humanized service to high-net-worth clients 2. Strategic portfolio management focused on relationship building and retention 3. Promoting team synergy to deliver comprehensive client service **About Bradesco** The Bradesco Group is one of Brazil's largest financial institutions, with a history marked by pioneering spirit and innovation. Through our broadly diversified portfolio of financial products, banking services, and insurance offerings, we contribute to individuals' aspirations and to the sustainable growth of businesses and society. Join our financial ecosystem and impact the experience of millions of people! 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 Principal Team? We provide advisory services to high-net-worth clients through exceptional relationship management, identifying financial needs and new business opportunities—placing the client at the center and emphasizing principal-level expertise to maximize results/returns with competence, responsibility, and integrity. Work model: In-person Unit: Niterói \- RJ **Your Day-to-Day Responsibilities** As a Principal Relationship Manager I, you will work within the Principal unit and your main responsibilities will include: * Delivering outstanding client service and fostering loyalty by providing personalized and humanized experiences; * Managing a client portfolio with focus on relationship building, profitability, and retention; * Identifying business opportunities and offering comprehensive financial solutions—including investments, credit, and insurance; * Strategically attracting funds from competitors; * Resolving conflicts and complaints empathetically, promptly, and with customer satisfaction as the top priority; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating closely with investment advisors and assistant managers to promote synergistic client service; * Representing the Principal segment with a consultative approach, sophistication, and deep technical expertise. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree; * Active CEA (Certified Investment Analyst) certification; * Intermediate to advanced proficiency in Excel and PowerPoint; * Experience serving high-net-worth clients; * Experience managing portfolios and delivering consultative services; * Strong commercial acumen; * Solid knowledge of the financial market and investment products; * Clear communication skills and a consultative approach in client interactions. It’s a plus if you have: * Fluent English (for reading documents and occasional interactions with clients or internal materials). **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * PLR or Bonus: Based on position eligibility\* * Health Insurance * Dental Insurance * Life Insurance * Food Allowance * Meal Voucher * 13th Food Allowance * Total Pass * Transportation Voucher (optional enrollment) * Discounts on products and services offered by partner companies * Private Pension Plan (optional enrollment, with financial contribution from Bradesco Organization) * Bradesco Viva Bem: A health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: Special conditions on various products and services * Childcare or Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive assistance from pregnancy through postpartum