Select High Clients Specialist

Description

Job Summary: Manage Select High client portfolios, delivering comprehensive financial advisory services with a focus on profitability, relationship building, and client retention. Key Highlights: 1. Hybrid advisory service and personalized financial planning 2. Strong analytical capability and financial recommendations 3. Culture of horizontal hierarchy and professional growth Select High Clients Specialist Country: Brazil If you are eager to grow and continuously learn, and passionate about interacting with people, this could be your place! Santander is a growing ecosystem committed to helping individuals and businesses thrive. Here, you can create the new, challenge the market, and question the status quo. We align the urgency of today with the vision for tomorrow to always serve our customers in the best possible way. You’ll join a global company that values diversity across all dimensions and embraces a culture of horizontal hierarchy across roles. At Santander, we uphold a culture of horizontal hierarchy, structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Specialist**, where you will be formally appointed as a Specialist—the foremost expert in your area. **Your role here will be:** Responsible for managing established client portfolios within the Select segment, delivering hybrid advisory services and comprehensive financial advisory with a focus on profitability, relationship building, and client retention. **Main Responsibilities** * Conduct advisory service, alternating between digital and in-person channels as needed; * Perform personalized financial planning, advising clients on portfolio options; * Develop opportunities for upgrading to Select Ultra High; Identify opportunities for upgrading and improving performance outcomes. * **Behavioral and Technical Competencies** * Strong analytical capability and financial recommendations; * Negotiation skills and active listening; * Close portfolio management engagement; * 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; * Childcare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy – A program encouraging healthier habits; * PAPE – Specialized Personal Support Program. So? Ready to be called? In our branches (agencies), we count on the market’s top-performing managers—managers who stand alongside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerCh