Select High Clients Specification

Description

Job Summary: Manage Select client portfolios, delivering hybrid service and comprehensive financial advisory with emphasis on profitability, relationship management, and client retention. Key Highlights: 1. Consultative service and personalized financial planning 2. Development of customer upgrade opportunities 3. Focus on long-term relationship building and investment expertise Select High Clients Specification 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. It’s about balancing 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 organized 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 primary subject-matter expert in your area. **Your role here will be:** Responsible for managing consolidated client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship management, and client retention. **Main 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 performance growth opportunities. * **Behavioral and Technical Competencies** * Strong analytical capability and financial recommendation skills; * Proficiency in negotiation and active listening; * 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 be called? In our branches (agencies), we employ the market’s top branch managers—professionals who stand alongside clients to meet their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerCh