Select High Clients Specialist

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 and personalized financial planning 2. Development of upgrade opportunities to Select Ultra High 3. Culture of flat hierarchy and appreciation of diversity Select High Clients Specialist Country: Brazil If you are eager to grow and continuously learn, and passionate about working 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 across all dimensions and embraces a culture of flat hierarchy across roles. At Santander, we foster a culture of flat hierarchy, structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Clients Specialist**, where you will join as a Specialist—the primary subject-matter expert in your area. **Your role here will be:** Responsible for managing consolidated client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory with a focus 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, advising on portfolio options; • Develop upgrade opportunities to Select Ultra High; • Identify opportunities for upgrades and performance growth. **Behavioral and Technical Competencies** • Strong analytical ability and financial recommendation skills; • Proficiency in negotiation and active listening; • 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 ignited? In our branches (agencies), we count on the market’s top-performing managers—who stand beside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ #AquiSuaChamaTransforma #VemProSantander #VemSerChama