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