Gerente Relacionamento Principal I
BradescoWhat You'll Do
Act as a financial consultant for high-net-worth clients, integrating investments, credit, protection, and financial planning. Develop strategies for managing, growing, and retaining the client portfolio. Diagnose financial profiles and needs for personalized recommendations. Conduct complex negotiations while balancing risk, return, and client satisfaction.
What We're Looking For
Deep knowledge of financial products and the economic landscape for high-net-worth markets. Ability to perform consultative offers and financial planning. Excellence in negotiation and managing sophisticated relationships. CEA certification or equivalent is required; CFP certification is a plus.
What We Offer
Bradesco values health and well-being, offering a comprehensive benefits portfolio to all employees, including medical and dental insurance, life insurance, meal vouchers, and a wellness program. Additional benefits include extended maternity and paternity leave.
Key Skills & Technologies
Additional Information
Experience Level
Senior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site