Prime Relationship Manager I

Description

Job Summary: The Prime Relationship Manager provides personalized service, prospecting new clients and managing the portfolio with a focus on profitability and client retention. Key Highlights: 1. Personalized service and an excellent customer experience 2. Active management of the client portfolio with a focus on profitability 3. Consultative approach to investments and financial solutions **About Bradesco** Bradesco is one of Brazil’s largest financial groups, with a history marked by pioneering spirit and innovation. Through our broad and 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 Prime team? Our team is dedicated to delivering personalized service, connecting clients with exclusive products and services. Focused on excellence and value creation, we provide a comprehensive, differentiated banking experience aligned with each individual client’s specific needs. **Work Model:** On-site **Work Location:** SANTA MARIA - RS **What will your day-to-day look like?** As a Prime Relationship Manager, your main responsibilities will include: * Providing client service, both in-person and remotely, ensuring an excellent experience during every interaction; * Prospecting new clients for the Prime segment, expanding the relationship base; * Actively managing the client portfolio, focusing on profitability, retention, and business expansion; * Acting in a consultative capacity, offering personalized support for investment, insurance, and other financial solutions aligned with each client’s profile. **Requirements and Qualifications** What do you need to have or know? * Completed undergraduate degree in Business Administration, Economics, Engineering, or related fields; * CPA-20, CEA, or CFP certification; * Solid experience in public-facing roles within the banking sector; * Experience in commercial areas and client portfolio management within the financial sector; * Intermediate or advanced English proficiency; * Intermediate-level proficiency in Microsoft Office suite. It will be a plus if you have: * Postgraduate degree, MBA, or specialized courses relevant to this field; * Fluent English. **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 on various products and services * Daycare or Nanny Assistance * Extended Paternity Leave of 20 days * Maternity Leave of 180 days, including pregnancy assistance through postpartum Selection Process Steps: * Online application Let’s go! Apply for the available position in your city and complete the form. * Profile screening We will evaluate applications against the job requirements. * Online assessments You will take a test to assess your alignment with our culture, general knowledge, and logical reasoning. * Video interview You will record a video addressing topics related to your designated area. * Onboarding process Final step! Here, you will submit required documents and undergo the pre-employment medical examination. **Attention:** Some stages are eliminatory; candidates will receive updates regarding their application status via email. #LI-Onsite