Assessor de Invest Conquista
SantanderWhat You'll Do
Provide investment advisory services to clients and potential investors, offering solutions tailored to their profiles and needs. Actively prospect new investor clients and retain investments from the current portfolio through consultative sales. Conduct in-person meetings with clients at Santander branches or other preferred locations, with a minimum frequency of 3 to 4 periods per week.
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 a results participation program, medical assistance, food and meal allowances, childcare support, wellness programs, and transportation assistance.
Key Skills & Technologies
Additional Information
Experience Level
Junior
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site