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Select High Clients Specialist
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. Ipiranga, 182A - Centro, Petrópolis - RJ, 25685-250, Brazil
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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 across digital and in-person channels 2. Personalized financial planning and portfolio guidance 3. Development of upgrade and growth opportunities Select High Clients Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about interacting with people, this could be the right place for you! 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 in all its dimensions and fosters a horizontal organizational culture. At Santander, we embrace a horizontal culture organized around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Clients Specialist**, where you will be hired as a Specialist—the primary 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 advisory focused on profitability, relationship building, and client retention. **Key Responsibilities** • Deliver consultative service, alternating between digital and in-person channels as needed; • Conduct personalized financial planning and provide portfolio guidance; • Develop upgrade opportunities to Select Ultra High; • Identify opportunities for upgrades and growth in results. **Behavioral and Technical Competencies** • Strong analytical capability and financial recommendation skills; • Negotiation and active listening skills; • 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-performing branch managers—professionals who stand beside clients to meet their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#HereYourCallingTransforms \#JoinSantander \#BeTheCalling

Source:  indeed View original post
João Silva
Indeed · HR

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