Principal Relationship Manager I

Description

Job Summary: Principal Relationship Manager I advises high-net-worth clients, managing portfolios, identifying opportunities, and offering comprehensive financial solutions. Key Highlights: 1. Provide exceptional service and foster customer loyalty through personalized, high-quality experiences. 2. Manage client portfolios with a focus on relationship building and profitability. 3. Represent the Principal segment with a consultative approach and strong technical expertise. **About Bradesco** Bradesco is one of Brazil's largest financial groups, with a history defined by pioneering spirit and innovation. Through our broadly diversified portfolio of financial products, banking services, and insurance offerings, we contribute to individuals' aspirations and the sustainable growth of businesses and society. Join our financial ecosystem and impact the lives of millions! At Bradesco, we value diversity in all its forms. Therefore, our job openings are open to all individuals, 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 excellence in relationship management, identifying financial needs and new business opportunities while placing the client at the center and emphasizing Principal segment leadership—maximizing results/profitability with competence, responsibility, and ethics. Work model: On-site Unit: São Luís/MA **Your Day-to-Day** As a Principal Relationship Manager I, you will work within the Principal segment and your main responsibilities will include: * Delivering exceptional, personalized, and human-centered service to attract and retain clients; * Managing client portfolios with emphasis 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 with empathy, agility, and a strong focus on customer satisfaction; * Monitoring performance goals and KPIs to ensure consistent delivery; * Collaborating closely with investment advisors and assistant managers to enhance synergy in client service; * Representing the Principal segment with a consultative, sophisticated, and technically deep approach. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree; * Mandatory: Active CEA certification; * Intermediate to advanced proficiency in Excel and PowerPoint; * Experience serving high-net-worth clients; * Portfolio management experience and consultative engagement background; * Strong commercial acumen; * Solid understanding of the financial market and investment products; * Clear communication skills and a consultative demeanor in client interactions, along with professional ethics and emotional intelligence to effectively engage diverse client and peer profiles. Preferred qualifications include: * 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 role 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 from partner companies * Private Pension Plan (optional enrollment, with financial contribution from Bradesco Organization) * Viva Bem Bradesco: A health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: Special conditions across various products and services * Childcare or Babysitter Assistance * Extended Paternity Leave (20 days) * Maternity Leave (180 days), including pregnancy support and postpartum follow-up