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. Stay updated on financial market changes to recommend suitable services or products based on client needs.
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 qualifications. CPA 20 certification from ANBIMA is required, with CEA certification preferred. Proficiency in Office Suite and knowledge of investment products.
What We Offer
The company offers a variable remuneration structure including PLR and RV. Benefits include medical and dental assistance, food and meal allowances, complementary pension, life insurance, childcare assistance, Gympass or Totalpass, 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