Assessor de Invest One
SantanderWhat You'll Do
Provide investment advisory services to clients and potential investors, suggesting investment solutions aligned with their profiles and needs. Ensure quality and satisfaction in investment-related services, actively prospect new clients, and retain current investments through consultative sales. Diversify clients' investment portfolios and conduct in-person meetings with clients at Santander branches or other preferred locations.
What We're Looking For
Bachelor's degree completed or in progress. Proficiency in Microsoft Office Suite. Active CPA-20 certification is mandatory. Previous experience is a plus.
What We Offer
The company offers participation in results, medical assistance, food and meal allowances, childcare assistance, wellness programs, and transportation benefits.
Key Skills & Technologies
Additional Information
Experience Level
Junior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site