Senior Relationship Manager III

Description

Job Summary: Work as a Senior Relationship Manager III, providing expert advisory services to high-net-worth clients with excellence—focusing on relationship building, profitability, and delivering comprehensive financial solutions. 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** Bradesco is one of Brazil's largest financial groups, 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 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 exceptional 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: Botafogo \- RJ **Your Day-to-Day** As a Senior Relationship Manager III, you will operate within the Principal team 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 empathetically, swiftly, and with 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 service synergy; * 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 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 demeanor 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 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) * 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 * Daycare or Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, including supportive care throughout pregnancy and postpartum