Principal Relationship Manager I

Description

Job Summary: Principal Relationship Manager I to advise high-net-worth clients, focusing on excellence in relationship management, identifying financial needs and business opportunities, with an emphasis on customer satisfaction. Key Highlights: 1. Provide exceptional service and build long-term customer loyalty through personalized experiences 2. Manage client portfolios with a focus on relationship-building and profitability 3. Identify opportunities and offer comprehensive financial solutions **About Bradesco** The Bradesco Group is one of Brazil's largest financial institutions, with a history defined by pioneering spirit and innovation. Through our broad and 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 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 excellence in relationship management, identifying their financial needs and new business opportunities, placing the client at the center while maximizing results/profitability with competence, responsibility, and ethics. Work model: In-person Unit: Barra da Tijuca \- RJ **What will your day-to-day look like?** As a Principal Relationship Manager I, you will work within the Principal division, and your main responsibilities will include: * Delivering exceptional service and fostering customer loyalty by providing personalized, human-centered experiences; * Managing client portfolios with a 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 with empathy, agility, and a strong focus on customer satisfaction; * Monitoring goals and performance indicators 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 posture, 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 client 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: * Profit-Sharing Plan (PLR) or Bonus: Based on position eligibility\* * Health Insurance * Dental Insurance * Life Insurance * Food Allowance * Meal Voucher * 13th Food Basket * 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 Well-Being Program: health, well-being, and quality-of-life initiative * Unibrad: Bradesco Corporate University * Fee Waivers: special conditions across various products and services * Childcare or Babysitting Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive assistance from pregnancy through postpartum