Gerente de 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.

The position offers a comprehensive health and dental plan, life insurance, and a wellness program. There are educational partnerships and a corporate university for professional growth. Additional benefits include profit sharing or bonuses, private pension plans, and special conditions on products and services.