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 quality according to bank regulations. Provide personalized consulting to ensure the best client experience.
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; postgraduate degree preferred. CPA 20 certification from ANBIMA required; 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. Additional 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