Espec Clientes Select High
SantanderWhat You'll Do
Manage and profit from a portfolio of high-income clients, averaging 700-800 clients. Acquire new clients to expand the portfolio by offering and selling products/services for high-income clients. Conduct risk management for the portfolio, ensuring compliance with bank regulations and quality standards. Provide personalized consulting to ensure the best client experience and advice.
What We're Looking For
Solid knowledge of the financial market, structured products, and wealth management. Strong negotiation skills to recommend personalized solutions. Bachelor's degree required, with a preference for postgraduate education. CPA 20 certification from ANBIMA is required, CEA certification is a plus. Proficiency in Office Suite and knowledge of investment products.
What We Offer
The company offers a variable remuneration structure including PLR and RV. Additional benefits include medical and dental assistance, meal and food allowances, complementary pension, life insurance, childcare assistance, gym memberships, transportation allowance, and wellness programs.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site