Select Clients High

Description

Job Summary: Manage Select client portfolios, delivering hybrid service and comprehensive financial advisory with a focus on profitability, relationship building, and customer retention. Key Highlights: 1. Opportunity for growth and continuous learning 2. Responsibility in managing Select client portfolios 3. Culture of flat hierarchy and appreciation of diversity Select Clients High 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 whose purpose is to contribute to the prosperity of individuals and businesses. Here, you 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 culture of flat hierarchy, structured around four clusters: Specialist, Leader, Head, and Partner. We have an opening for you to become a **Select High**, where you will be hired as a Specialist—the primary expert in your field. You will be responsible for managing established client portfolios within the Select universe, delivering hybrid service and comprehensive financial advisory focused on profitability, relationship building, and customer 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; * Investment acumen. **Education/Certifications** * CPA 20 (mandatory); * Completed undergraduate degree; * Technical knowledge in credit, investments, and financial planning. *Our Way of Being:* *At Santander, we value professionals who:* * *Think Customer* – Place the customer at the center of decisions; * *Embrace Change* – Drive transformation and innovation; * *Act Now* – Act with agility and a sense of urgency; * *Move Together* – Collaborate effectively; * *Speak Up* – Communicate openly, ethically, and transparently. If this resonates with you, join Santander! \# BENEFITS * Variable Compensation (PLR + RV); * Medical and Dental Assistance; * Meal and Food Allowance; * Supplementary Pension; * Life Insurance; * Childcare/Babysitter Allowance; * Gympass or Totalpass; * Transportation Allowance; * Nascer Program; * Be Healthy – A program encouraging healthier habits; * PAPE – Specialized personal support program. So? Ready to be called? In our branches (agencies), we count on the market’s top-performing managers—professionals who stand beside customers to meet their needs and offer the most suitable solutions. If this resonates with you, join Santander! ️ \#AquiSuaChamaTransforma \#VemProSantander \#VemSerChama