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Select High Client Specialist

Indeed
Full-time
Onsite
No experience limit
No degree limit
Rua João Manoel Azze, 471 - Centro, Varginha - MG, 37018-465, Brazil
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Job Summary: Manage Select client portfolios, delivering hybrid service and comprehensive financial consulting with a focus on profitability, relationship building, and customer retention. Key Highlights: 1. Hybrid customer service and comprehensive financial consulting 2. Developing upgrade opportunities to Select Ultra High 3. Strong analytical capability and financial recommendation Select High Client Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about interacting with people, this could be your place! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you can create the new, challenge the market, and question the status quo. It’s about balancing urgency for both the present and the future to always serve customers in the best possible way. It’s about being part of a global company that values diversity across all dimensions and embraces a flat organizational structure. At Santander, we foster a culture of horizontal roles structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Client Specialist**, where you will be hired 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 segment, delivering hybrid service and comprehensive financial consulting focused on profitability, relationship building, and customer retention. **Key Responsibilities** • Deliver consultative service, alternating between digital and in-person channels as needed; • Conduct personalized financial planning, advising clients on portfolio options; • Develop upgrade opportunities to Select Ultra High; • Identify opportunities for upgrades and performance growth. **Behavioral and Technical Competencies** • Strong analytical capability and financial recommendation; • Negotiation skills 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; * Daycare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy – A program encouraging healthier habits; PAPE – Specialized Personal Support Program. * So? Ready to be called? In our branches (agencies), we count on the market’s top branch managers—who stand alongside customers 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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