Principal Relationship Manager III

Description

Job Summary: Join the Principal Management team, delivering exceptional service to high-net-worth clients, managing portfolios, and identifying business opportunities. Key Highlights: 1. Advising high-net-worth clients with excellence in relationship management 2. Strategic portfolio management and identification of financial opportunities 3. Teamwork focused on customer satisfaction **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 lives of millions! 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-net-worth clients through excellence in relationship management, identifying their financial needs and new business opportunities—placing the client at the center while maximizing results/returns with competence, responsibility, and ethics. Work model: In-person Unit: Salvador \- BA **Your Day-to-Day** As a Principal Relationship Manager III, you will work within the Principal Management team and your main responsibilities will include: * Delivering exceptional service to retain clients, offering personalized and humanized experiences; * Managing client portfolios with focus 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 customer satisfaction focus; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating with investment advisors and assistant managers to enhance service synergy; * 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-net-worth clients; * Experience in portfolio management and consultative roles; * Strong commercial skills; * Solid knowledge of the financial market and investment products; * Clear communication 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: * Profit-Sharing Plan (PLR) or Bonus: Subject to 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 from 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 Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive assistance from pregnancy through postpartum