Select High Clients Specialist

Description

Job Summary: Manage Select client portfolios by providing financial advisory services and pursuing profitability and customer loyalty. Key Highlights: 1. Consultative service through digital and in-person channels 2. Personalized financial planning 3. Development of customer upgrade opportunities Select High Clients Specialist Country: Brazil **SELECT HIGH** 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 dedicated to helping individuals and businesses thrive. Here, you can create the new, challenge the market, and question the status quo. It means embracing both the urgency of now and the vision for the future—always delivering the best possible customer experience. It means being part of a global company that values diversity across all dimensions and fosters a flat organizational culture. At Santander, we embrace a flat organizational 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 hired as a Specialist—the primary expert in your field. **Your role here will be:** Responsible for managing established client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory—with a focus on profitability, relationship management, and customer loyalty. **Key Responsibilities** * Deliver consultative service, 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 opportunities for upgrades and performance growth. * **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; Investment acumen. * **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 Allowance; * Nascer Program; * Be Healthy \- Program encouraging healthier lifestyles; PAPE \- Specialized Personal Support Program. * So? Ready to be ignited? In our branches (agencies), we employ the market’s top branch managers—who stand alongside customers to meet their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama