BRA Select High Client Specialist

Description

Job Summary: Manage Select client portfolios by delivering hybrid service and comprehensive financial advisory, focusing on profitability, relationship building, and client retention. Key Highlights: 1. Consultative service and personalized financial planning 2. Develop upgrade opportunities to Select Ultra High 3. Build long-term relationships with clients BRA Select High Client 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! The Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you can create the new, challenge and question the market. It’s about balancing urgency of the present with vision for the future—always serving clients in the best possible way. It’s being part of a global company that values diversity across all dimensions and embraces a horizontal organizational culture. At Santander, we uphold a horizontal culture comprising four career clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Client Specialist**, where you will join as a Specialist—the primary subject-matter expert in your area. **Your Role Here Will Be:** Responsible for managing established Select client portfolios, delivering hybrid service and comprehensive financial advisory with focus 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 performance growth. **Behavioral and Technical Competencies** • Strong analytical ability and financial recommendation skills; • Proficiency in negotiation and active listening; • 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; PAPE – Specialized Personal Support Program. * So? Ready to be called? In our branches (agencies), we employ the market’s top branch managers—who stand beside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #AquiSuaChamaTransforma #VemProSantander #VemSerChama