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Select High Clients Specialist

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Manage Select High client portfolios, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and client retention. Key Highlights: 1. Opportunity to grow and learn continuously 2. Management of Select High client portfolios with hybrid service delivery 3. Developing upgrade opportunities to Select Ultra High Select High Clients Specialist Country: Brazil If you are eager to grow and learn continuously, and passionate about working with people, this could be your place! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you’ll create the new, challenge the market, and align urgency for both the present and the future — always delivering the best possible client experience. You’ll join a global company that values diversity across all dimensions and embraces a horizontal organizational culture. At Santander, we practice a horizontal culture structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Specialist**, where you’ll be hired as a Specialist — the primary subject-matter expert in your area. **Your role here will be:** Responsible for managing established client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and client retention. **Key Responsibilities** * Deliver consultative service by alternating between digital and in-person channels as needed; * Conduct personalized financial planning, advising on portfolio options; * Develop upgrade opportunities to Select Ultra High; Identify upgrade and performance growth opportunities. * **Behavioral and Technical Competencies** * Strong analytical ability and financial recommendation skills; * Negotiation and active listening skills; * Close engagement in portfolio management; * Ability to build long-term relationships; Assertive in investments. * **Education/Certifications** * CPA 20 (mandatory); * Completed undergraduate degree; * Technical knowledge in credit, investments, and financial planning. If this resonates with you, join Santander! **BENEFITS** * Variable Compensation (PLR + RV); * Medical and Dental Assistance; * Meal and Food Allowance; * Supplementary Pension; * Life Insurance; * Daycare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Voucher; * Nascer Program; * Be Healthy — Program encouraging healthier habits; * PAPE — Specialized Personal Support Program. So? Ready to ignite your career? In our branches (agencies), we count on the market’s top-performing managers — professionals who stand beside clients to meet their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerCh

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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