Gerente Relacionamento Principal II

Act as a financial consultant for 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.

Deep knowledge of financial products and the economic landscape for high-income markets. Ability to perform consultative offers and financial planning. Excellence in negotiation and managing sophisticated relationships. Certification CEA or equivalent is required.

On-site position located in São Paulo - SP. Offers a supportive environment for learning and growth, with opportunities for professional development.