Principal Relationship Manager II

Description

Job Summary: Principal Relationship Manager II at Bradesco, focused on excellence in serving high-income clients, portfolio management, and identifying financial opportunities. Key Highlights: 1. Personalized and humanized service for high-income clients 2. Strategic portfolio management focused on relationship-building and profitability 3. Promoting team synergy to deliver consultative service **About Bradesco** Bradesco is one of Brazil's largest financial groups, with a history marked by pioneering spirit and innovation. Through our broadly diversified portfolio of financial products, banking services, and insurance solutions, we contribute to individuals’ aspirations and the sustainable growth of businesses and society. Join our financial ecosystem and impact the experience of millions of people! At Bradesco, we value diversity in all its forms. Therefore, our job openings are open to all individuals, regardless of gender, race, sexual orientation, disability, age, or any other characteristic. Learn more at https://banco.bradesco/html/classic/sobre/index.shtm **Responsibilities and Duties** What is our Principal team? We provide advisory services to high-income clients through exceptional relationship management, identifying clients’ financial needs and new business opportunities—placing the client at the center and prioritizing principalship to maximize results/profitability with competence, responsibility, and ethics. Work model: In-person Unit: Itaigara \- BA **What will your day-to-day look like?** As a Principal Relationship Manager II, you will work within the Principal division and your main responsibilities will include: * Delivering outstanding service to attract and retain clients, offering a personalized and humanized experience; * Managing a client portfolio with emphasis on relationship-building, profitability, and retention; * Identifying business opportunities and offering comprehensive financial solutions—including investments, credit, and insurance; * Strategically attracting funds from competitors; * Resolving conflicts and complaints with empathy, agility, and a focus on customer satisfaction; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating with investment advisors and assistant managers to foster synergistic service; * Representing the Principal segment with a consultative approach, sophistication, and deep technical expertise. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree; * Active CEA certification; * Intermediate to advanced proficiency in Excel and PowerPoint; * Experience serving high-income clients; * Experience in portfolio management and consultative roles; * Strong commercial skills; * Solid knowledge of the financial market and investment products; * Clear communication skills and a consultative approach in client interactions; It’s a plus if you have: * Fluent English (for reading documents and occasional interactions with clients or internal materials). **What We Offer** At Bradesco, we value health and well-being, offering an extensive portfolio of benefits to all our employees: * PLR or Bonus: Based on position eligibility\* * Health Insurance * Dental Insurance * Life Insurance * Food Allowance * Meal Voucher * 13th Food Basket * Total Pass * Transportation Voucher (optional enrollment) * Discounts on products and services offered by partner companies * Private Pension Plan (optional enrollment, with financial contribution from Bradesco Organization) * Viva Bem Bradesco: Health, well-being, and quality-of-life program * Unibrad: Bradesco Corporate University * Fee Waivers: Special conditions across various products and services * Childcare or Nanny Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, including supportive assistance from pregnancy through postpartum