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Select Clients High Specialist

Indeed
Full-time
Onsite
No experience limit
No degree limit
R. Barão do Itaim, 57 - Centro, Itu - SP, 13300-090, Brazil
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Job Summary: The Santander is seeking a Select High Specialist to manage client portfolios, delivering comprehensive financial advisory services focused on profitability, relationship management, and client retention. Key Highlights: 1. Manage Select client portfolios with hybrid service delivery and advisory support. 2. Conduct personalized financial planning and develop upgrades. 3. Strong analytical ability, negotiation skills, and relationship-building capability. Select Clients High 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 can create the new, question and challenge the market. It’s about aligning urgency for both the present and the future to always serve customers in the best possible way. It’s about being part of a global company that values diversity across all dimensions and embraces a horizontal organizational culture. At Santander, we uphold a horizontal culture structured around four career 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 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 with focus on profitability, relationship management, and client retention. **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 upgrade and growth opportunities to enhance results. * **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-savvy and decisive. * **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 Plan; * Life Insurance; * Daycare/Babysitter Assistance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy — A program encouraging healthier habits; PAPE — Specialized personal support program. * So? Ready to be ignited? In our branches (agencies), we count on the market’s top-performing branch managers—who stand alongside clients to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama

Source:  indeed View original post
João Silva
Indeed · HR

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