Select High Clients Specialist

Description

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. Consultative service and personalized financial planning 2. Strong analytical capability and financial recommendations 3. Ability to build long-term relationships Select High Clients Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about working 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 the market, and question the status quo. It is about balancing urgency for both the present and the future to always serve customers in the best possible way. It means being part of a global company that values diversity across all dimensions and embraces a horizontal organizational culture. At Santander, we embrace a horizontal culture structured around four career clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Clients Specialist**, where you will join as a Specialist—the primary expert in your field. **Your Role Will Be:** Responsible for managing established client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and client retention. **Key Responsibilities** • Deliver consultative service by alternating between digital and in-person channels as needed; • Conduct personalized financial planning, advising on portfolio options; • Develop opportunities for upgrading to Select Ultra High; • Identify opportunities for upgrades and growth in results. **Behavioral and Technical Competencies** • Strong analytical capability and financial recommendations; • Skills in negotiation and active listening; • Close engagement in portfolio management; • Ability to build long-term relationships; • Investment acumen. **Qualifications/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 for all; PAPE – Specialized Personal Support Program. * So? Ready to be called? In our branches (agencies), we have the best branch managers in the market—professionals who stand beside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #HereYourCallingTransforms #JoinSantander #BeTheCall