




Job Summary: Unicred Eleva is seeking a professional to manage the portfolio of affiliated companies, providing customized financial advisory services and guidance on financial products and services. Key Highlights: 1. Manage corporate client portfolios, acting as a Financial Planner 2. Market products and services with a focus on results 3. Promote cooperativism and the Cooperative's products **PLEASE NOTE**! Update your registration data, including telephone contact, e\-mail, education level, address, and professional experience. A complete registration not only allows us to get to know you better but also helps us understand your skills, experience, and aspirations in greater detail, thereby increasing your chances throughout the selection process. Good luck! Unicred Eleva is seeking a professional to join its team in Campo Grande/MS to manage the portfolio of affiliated companies, providing customized financial advisory services and guidance on financial products and services. **Responsibilities and Duties** * Manage the corporate client portfolio, acting as a Financial Planner, aiming to retain cooperative members; * Promote products and services with a focus on the Cooperative's results; * Prospect new business opportunities; * Monitor the credit cycle and, when necessary, carry out initial collection procedures; * Handle formal documentation for business transactions; * Continuously pursue internal and external updates to optimize business strategies; * Guide cooperative members on using self-service and relationship channels; * Promote cooperativism and the Cooperative's products and services among employees, cooperative members, and the community. **Requirements and Qualifications** * Completed bachelor's degree in Business Administration, Accounting Sciences, Economics, Cooperativism, or related fields; * Completed postgraduate degree in Banking, Business Administration, Business Management, Human Resource Management, Finance, or related fields will be considered an advantage; * Active CPA certification; * Certifications such as CPA\-20 (C\-Pro R), CEA (C\-Pro I), ANCORD, or CFP are considered advantageous; * Experience in a financial institution; * Availability for domestic travel. **Exclusive prerequisites for Unicred \- Núcleo Geração employees:** The employee must have been employed by the Unicred system for at least one year and meet the minimum profile requirements for this position (as listed above). After receiving applications, Unicred \- Núcleo Geração's People Management team will conduct the process internally and forward the necessary information. Please inform your immediate supervisor about your interest in this process. **Internal Application Deadline****: 03/01/2026** **Additional Information** **Comprehensive Benefits Package:** * Meal/Voucher Allowance; * Health insurance (for employee and dependents), fully covered by the Cooperative without co-payment; * Dental plan (for employee); * Transportation allowance; * Private pension plan; * Life insurance; * Christmas bonus; * Annual bonus; * Childcare allowance; * Education allowance; * Birthday day off. We are one of Brazil's leading cooperative financial institutions, operating for over 35 years with the mission of bringing prosperity to all cooperative members' lives, transforming our reality into a more collaborative environment. We believe in each individual's potential and value their ideas and abilities. Here, you will have the opportunity to join a large team that contributes to transforming lives through cooperativism. Since November 1, 2024, the Unicred System has adopted a two-tier organizational structure. We currently have over 4\.300 employees, 330,000 cooperative members, 25 cooperatives, approximately 380 business units, and a National Central Office with regional offices in Florianópolis, Belo Horizonte, and Porto Alegre. **At Unicred, cooperative members own the business!** In addition to accessing exclusive products and services developed according to their needs—with the best returns and rates—cooperative members participate in assemblies and institutional decision-making, receiving a share of the annual financial results. Our products and services range from checking accounts, credit lines, and financing options to investments, private pension plans, credit cards, insurance, and more. We want cooperative members to feel secure in every financial decision. Thus, we combine care, trust, and responsibility to provide healthy and balanced financial well-being. **Your talent supports our company.** We have reached this point by believing in, supporting, and encouraging people—cooperative members and employees alike. Valuing collectivity and promoting equal opportunity in the healthcare sector. We draw inspiration from the cooperative model to combine everyone's competencies in pursuit of prosperity for all individuals. Together, as a team, we transform individual dreams into even greater achievements. We believe that by collaborating and uniting our efforts, we can achieve extraordinary results. **Stay updated on Unicred news and opportunities:** **We cooperate for well\-being, collaboration, and innovation.** We are constantly committed to maintaining organized and welcoming offices to ensure inspiring and comfortable environments. Whether digital or in-person, our goal is to create spaces that foster collaboration and innovation. At Unicred, we engage in multidisciplinary projects that promote interaction and cooperation among all participants. To achieve this, we seek people like you—creative and eager to make things happen. Together, we can turn ideas into incredible accomplishments! **Join the team that safeguards people's financial health.** **Join Unicred!**


