Principal Relationship Manager III

Description

Job Summary: Bradesco is seeking a Principal Relationship Manager III to advise high-net-worth clients, focusing on relationship excellence and identification of financial opportunities. Key Highlights: 1. Customer service and client retention with personalized experience 2. Strategic management of high-net-worth client portfolios 3. Promotion of synergy within advisory teams **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 experience of millions of people! At Bradesco, we value diversity in all its forms. Therefore, our job openings are open to all individuals, 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 financial needs and new business opportunities, emphasizing customer centrality and principal-level expertise to maximize results/return on investment with competence, responsibility, and ethics. Work model: In-person Unit: Belo Horizonte \- MG **Your Day-to-Day Responsibilities** As a Principal Relationship Manager III, you will work within the Principal division and your main activities will include: * Delivering exceptional service and fostering client loyalty by offering personalized and humanized experiences; * Managing client portfolios with emphasis on relationship building, profitability, and retention; * Identifying business opportunities and providing comprehensive financial solutions, including investments, credit, and insurance; * Strategically attracting funds from competitors; * Resolving conflicts and complaints empathetically, promptly, and with a focus on customer satisfaction; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating with investment advisors and assistant managers to promote synergy in client service; * Representing the Principal segment with a consultative approach, sophistication, and deep technical knowledge. **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 skills; * Solid knowledge of the financial market and investment products; * Clear communication and a consultative demeanor in client interactions. It would be an advantage 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: Health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: Special conditions for various products and services * Childcare or Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive assistance from pregnancy through postpartum