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BRA Espec Clientes Select High

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelBachelor's Degree

Description

BRA Espec Clientes Select High Country: Brazil If you are eager to grow and continuously learn, and passionate about impacting people through your analyses, this could be your place! Santander is a constantly growing ecosystem with the purpose of contributing to the prosperity of people and businesses. Here, you can create, question, and challenge the market. It means embracing both the urgency of the present and the vision for the future — aligned to always serve customers in the best possible way. It means being part of a global company that values diversity across all dimensions and champions a flat organizational structure. At Santander, we embrace a flat culture organized around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a Select High Specialist — where you will be career-tracked and become the primary expert in your area. In this role, you will be: A highly sensitive professional serving high-net-worth clients with income above R$15.000,00 and investments above R$300.000,00, possessing a portfolio profile requiring exclusive service and personalized financial consulting focused on wealth management and succession planning. Key Responsibilities: • Manage and optimize returns for a high-income individual client portfolio averaging 700–800 clients; • Acquire new clients to expand your portfolio in the market by offering and selling products and/or services tailored to the High-Income segment; • Manage portfolio risks while ensuring quality, in accordance with bank policies and regulatory requirements; • Monitor financial market developments to recommend the most suitable service or product based on client needs; • Provide consultative and personalized support, ensuring the best customer experience and guidance. Requirements: • Solid knowledge of the financial market, structured products, and wealth management; • Negotiation skills and ability to recommend customized solutions; • Ability to ensure client retention and interpret economic scenarios; • Completed undergraduate degree (postgraduate degree preferred); • CPA 20 certification – ANBIMA (CEA certification preferred); • Proficiency with Microsoft Office suite; • Knowledge of investment products; \#BENEFITS Variable Remuneration (PLR \+ RV); Medical and Dental Assistance; Meal and Food Allowance; Supplementary Pension; Life Insurance; Daycare/Babysitter Allowance; Gympass or Totalpass; Transportation Voucher; Nascer Program; Be Healthy – a program encouraging healthier habits; PAPE – Specialized Personal Support Program. So, are you ready to be called? In our branches (agencies), we have the top branch managers in the market, who stand alongside customers to meet their needs and offer the most appropriate solutions. If this resonates with you, join Santander! ️ \#VemProSantander \#VemSerChama \#Vendas \#comercial \#CPA \#C\-Pro R \#Atendimento \#Clientes

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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