Gerente de Relacionamento Principal SR

Provide advanced financial consulting, including portfolio structuring, succession, protection, and diversification. Manage a premium portfolio with high-potential clients and complex needs. Participate in commercial strategies and support the development of best practices. Collaborate with specialists in investments, insurance, and structured credit.

High technical expertise in investments and financial planning. Ability to conduct sophisticated wealth conversations. Consultative skills with a focus on premium experience and hyper-personalization. CEA certification required; CGA or CFP are advantages. Experience in the Prime/High Income segment with a background in premium client relationships is preferred.

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.