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Select High Client Specialist

Indeed
Full-time
Onsite
No experience limit
No degree limit
R. Aymorés, 9 - Vila Antarctica, Bauru - SP, 17013-221, Brazil
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Job Summary: The Santander is seeking a Select High Client Specialist to manage client portfolios, delivering hybrid service and comprehensive financial advisory with a focus on profitability, relationship building, and retention. Key Highlights: 1. Opportunity for growth and continuous learning 2. Focus on profitability, customer relationship, and retention 3. Culture of flat hierarchy and appreciation of diversity Select High Client 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, challenge the market, and question the status quo. 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 culture of flat hierarchy across roles. At Santander, we uphold a flat-hierarchy culture structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High Client Specialist**, where you will be hired as a Specialist—the primary expert in your field. **Your role here will be:** To manage established client portfolios within the Select segment, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and retention. **Main Responsibilities** * Conduct consultative service, alternating between digital and in-person channels as needed; * Perform individualized 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; Assertive in investment decisions. * **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 Assistance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy — Program encouraging healthy habits; * PAPE — Specialized Personal Support Program. So? Ready to be called? In our branches (agencies), we count on the market’s top-performing managers, who stand alongside clients to meet their needs and deliver the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
João Silva
Indeed · HR

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