Gerente Relacionamento Principal II

Attend and retain clients with excellence, providing a personalized and humanized experience. Manage a client portfolio focusing on relationship building, profitability, and retention. Identify business opportunities and offer comprehensive financial solutions, including investments, credit, and insurance.

Bachelor's degree required. Active CEA certification is mandatory. Intermediate to advanced proficiency in Excel and PowerPoint. Experience in managing high-net-worth client portfolios and consultative roles is essential.

Offers health and dental insurance, life insurance, wellness programs, and educational partnerships. Includes profit-sharing or bonuses based on eligibility, private pension plans, and special conditions on products and services.