Select High Client Specialist

Description

Job Summary: Manage Select client portfolios, delivering hybrid service and comprehensive financial advisory with a focus on relationship building and customer retention. Key Highlights: 1. Consultative service and personalized financial planning 2. Developing upgrade opportunities to Select Ultra High 3. Strong analytical capability and financial recommendations Select High Client 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 of the present with vision for the future — always serving customers in the best possible way. It’s about being part of a global company that values diversity across all dimensions and embraces a flat 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 Client Specialist**, where you will be hired as a Specialist — the primary subject-matter expert in your field. **Your role here will be:** Responsible for managing established Select client portfolios, delivering hybrid service and comprehensive financial advisory with a focus on profitability, relationship building, and customer retention. **Main Responsibilities** • Deliver consultative service, alternating between digital and in-person channels as needed; • Conduct personalized financial planning, advising clients on portfolio options; • Develop upgrade opportunities to Select Ultra High; • Identify opportunities for upgrades and growth in performance outcomes. **Behavioral and Technical Competencies** • Strong analytical capability and financial recommendations; • Negotiation skills and active listening; • Proximity 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; * Childcare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy — a program encouraging healthier lifestyles; PAPE — Specialized Personal Support Program. * So? Ready to be ignited? In our branches (agencies), we have the best branch managers in the market — professionals who stand alongside customers to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #HereYourSparkTransforms #JoinSantander #BeTheSpark