Bradesco

Gerente Relacionamento Principal I

Bradesco

What 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.

Additional Information

Experience Level

Senior

Job Language

Portuguese

Employment Type

Full-time

Work Mode

On-site