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Espec Clientes Select High

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelBachelor's Degree

Description

Espec Clientes Select High Country: Brazil If you are eager to grow and continuously learn, and passionate about impacting people through your analyses, this could be your place! Santander is a constantly growing ecosystem with the purpose of contributing to the prosperity of people and businesses. Here, you can create, question, and challenge the market. It means embracing both the urgency of the present and the vision for the future — aligned to always serve customers in the best possible way. It means being part of a global company that values diversity across all dimensions and champions a horizontal organizational culture. At Santander, we embrace 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 will be career-tracked and recognized as the primary expert in your field. Your role here will be: A highly sensitive professional serving high-income clients with monthly income above R$15\.000,00 and investments exceeding R$300\.000,00, possessing a high-net-worth profile and receiving exclusive service, personalized financial consulting focused on wealth management and succession planning. Key Responsibilities: • Manage and optimize returns for a portfolio of approximately 700–800 high-income individual clients; • Acquire new clients to expand your portfolio within the market by offering and selling products and/or services tailored to the High-Income segment; • Manage portfolio risks while ensuring quality, in compliance with bank policies and regulatory requirements; • Monitor financial market developments to recommend the most suitable service or product according to each client’s needs; • Provide consultative and personalized support, guaranteeing the best customer experience and guidance. Requirements: • Solid knowledge of the financial market, structured products, and wealth management; • Strong negotiation skills and ability to recommend customized solutions; • Ability to ensure client retention and interpret economic scenarios; • Completed undergraduate degree (postgraduate qualification is a plus!); • CPA 20 certification – ANBIMA (CEA certification is an even greater advantage!); • Proficiency with Microsoft Office suite; • Knowledge of investment products; \#BENEFITS Variable Compensation (PLR \+ RV); Medical and Dental Assistance; Meal and Food Allowance; Supplementary Pension; Life Insurance; Daycare/Babysitter Assistance; Gympass or Totalpass; Transportation Voucher; Nascer Program; Be Healthy – a program encouraging healthier habits; PAPE – Specialized Personal Support Program. So, are you ready to be called? In our branches (agencies), we count on the top branch managers in the market — professionals who stand side-by-side with customers to meet their needs and offer the most appropriate solutions. If this resonates with you, join Santander! ️ \#VemProSantander \#VemSerChama \#Vendas \#comercial \#CPA \#C\-Pro R \#Atendimento \#Clientes

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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