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Select Clients High Specialist
Indeed
Full-time
Onsite
No experience limit
No degree limit
Fairy Lake - Estr. Dom Pedro Augusto - Alto da Boa Vista, Rio de Janeiro - RJ, 20531, Brazil
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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. Manage consolidated client portfolios within the Select universe 2. Provide advisory service through digital and in-person channels 3. Develop opportunities for upgrade and growth Select Clients High Specialist Country: Brazil If you are eager to grow and continuously learn, and passionate about working with people, this could be your place! Santander is a growing ecosystem with the purpose of contributing to the prosperity of people and businesses. Here, you can create the new, question and challenge the market. It means embracing both the urgency of now and the vision of the future—aligned to always serve clients in the best possible way. It means being part of a global company that values diversity across all dimensions and champions a horizontal organizational culture. At Santander, we embrace a horizontal culture structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select Clients High Specialist**, where you will be positioned as a Specialist—the primary subject-matter expert in your area. **Your role here will be:** Responsible for managing consolidated client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and client retention. **Key Responsibilities** • Deliver advisory service, alternating between digital and in-person channels as needed; • Conduct individualized financial planning, advising on portfolio options; • Develop upgrade opportunities to Select Ultra High; • Identify opportunities for upgrade and growth in results. **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; * Childcare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy \- Program encouraging healthier habits for all; PAPE \- Specialized Personal Support Program. * So? Ready to be called? In our branches (agencies), we count on the market’s top-performing branch managers—who stand alongside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ \#HereYourCallTransforms \#JoinSantander \#BeTheCall

Source:  indeed View original post
João Silva
Indeed · HR

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Indeed
João Silva
Indeed · HR
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