Espec Select One

Description

Job Summary: Professional to serve Select clients, ensuring a premium digital experience with focus on convenience and human proximity in a remote environment, managing portfolios and providing financial consulting. Key Highlights: 1. Experience in premium digital customer service and financial consulting 2. Management of client portfolios and personalized financial planning 3. Development of profitability strategies and wealth management Espec Select One Country: Brazil Will be responsible for serving clients at the beginning of their journey in the Select universe, ensuring a premium digital experience focused on convenience, efficiency, and human proximity in a remote environment. **Main Responsibilities** * Serve and engage clients 100% digitally (chat/video/app); * Update clients in the Select portfolio, presenting segment benefits and differentiators; * Conduct consultative sales of low-complexity products in credit, investments, and insurance; * Collect and update data; * Maintain familiarity with digital solutions, focusing on the Santander ecosystem; * Resolve requests remotely. **Behavioral and Technical Competencies** * Advanced knowledge of customer experience; * Experience in sales and proficiency in using digital tools. **Education/Certifications** * CPA 10 (mandatory); * Applicable experience in remote customer service; * Proficiency in digital service channels, customer journey, and financial products. **Select High Manager** Will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and comprehensive financial consulting focused on profitability, relationship building, and client retention. **Main Responsibilities** * Conduct consultative service, alternating between digital and in-person channels as needed; * Perform personalized financial planning, advising on the portfolio; * Develop upgrade opportunities to Select Ultra High; * Identify upgrade opportunities and growth in results. **Behavioral and Technical Competencies** * Strong analytical capability and financial recommendation skills; * Negotiation and active listening skills; * Proximity in portfolio management; * Ability to build long-term relationships; * Assertiveness in investments. **Education/Certifications** * CPA 20 (mandatory); * Completed undergraduate degree; * Technical knowledge in credit, investments, and financial planning. **Select Ultra High Manager** A highly sensitive professional serving high-net-worth and wealth-profile clients with exclusive service, personalized financial consulting focused on wealth management and succession planning. **Main Responsibilities** * Act as a financial consultant, delivering comprehensive and personalized advisory services; * Develop strategies for profitability, protection, and wealth diversification; * Execute portfolio operations and review financial performance; * Provide customized solutions; * Ensure client retention and a differentiated experience. **Behavioral and Technical Competencies** * Solid knowledge of the financial market, structured products, and wealth management; * Ability to negotiate and recommend customized solutions; * Client retention capability and ability to interpret economic scenarios; * Discretion, reliability, and high-level communication skills. **Education/Certifications** * CEA mandatory and CFP desirable; * Specialization or MBA in finance, capital markets, or wealth management is desirable; * Advantageous: experience serving high-net-worth clients or private banking clients.