Principal Relationship Manager I

Description

Job Summary: The Principal Relationship Manager I will provide advisory services to high-net-worth clients, managing portfolios and identifying business opportunities with excellence and integrity. Key Highlights: 1. Personalized and humanized service for high-net-worth clients 2. Strategic portfolio management focused on profitability and retention 3. Promotion of team synergy for 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 offerings, we contribute to individuals' aspirations and to 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 everyone, 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 financial needs and new business opportunities, prioritizing customer centrality and principal-level engagement to maximize results/profitability with competence, responsibility, and ethics. Work model: On-site Unit: Palmas/TO **What will your day-to-day look like?** As a Principal Relationship Manager I, you will work within the Principal unit and your main responsibilities will include: * Delivering exceptional service to acquire and retain clients, offering a personalized and humanized experience; * Managing client portfolios with a focus on relationship building, profitability, and retention; * Identifying business opportunities and providing comprehensive financial solutions, including investments, credit, and insurance; * Strategically attracting funds from competitors; * Resolving conflicts and complaints with empathy, agility, and a strong focus on customer satisfaction; * Monitoring goals and performance indicators to ensure consistent delivery; * Collaborating with investment advisors and assistant managers to promote synergy in client service; * Representing the Principal segment with a consultative posture, sophistication, and deep technical expertise. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree; * Mandatory: 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, along with professional ethics and emotional intelligence to effectively engage with diverse client and peer profiles. It would be an advantage 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 * Meal Allowance * Food 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) * Bradesco Well-Being Program: health, well-being, and quality-of-life initiative * Unibrad: Bradesco Corporate University * Fee Waivers: special conditions across various products and services * Daycare or Babysitter Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, with supportive assistance throughout pregnancy and postpartum