Assessor de Invest High - Região Central de SP Capital
Country: Brazil
If you have the will to grow and learn always, and a passion for dealing with people, this could be your place!
Santander is a growing ecosystem, whose purpose is to help people and businesses prosper. Here is the space to create the new, question and challenge the market. It's having the urgency of now and the future aligned, to serve the client always in the best way. It's being part of a global company, that values diversity in all its dimensions and that values the culture of horizontality of positions.
AAA is a brokerage firm of Grupo Santander, with the purpose of supporting all our clients. Offering personalized advisory, based on the invested profile, objectives and life moment of our client.
With qualified and even closer service, they are available wherever you are.
Here, the role of the Investment Advisor will be:
•Through advisory, suggest investment solutions according to each Client's investor profile.
•Ensure quality and satisfaction in client service regarding the Investments topic.
•Prospect new resources and retain Investments from the current portfolio, through consultative solutions and sales, according to each client's investor profile.
•Diversify the portfolio of Investment products of clients in their portfolio, aiming to meet their needs.
•Act as a hunter of new Investor Clients, referring them to open an account at the branch or through digital channels.
•On-site engagement with Clients in their portfolio, with visits to Santander branches or other locations of their choice (frequency of at least 3/4 visit periods per week) and/or events (both may require travel).
For this role, we value:
•Complete or ongoing higher education;
•Proficiency with Office Package;
•CEA Certification (if you only have CPA-20, you will be welcome, but it is necessary to be aware of the requirement to obtain the CEA certification);
•Previous experience in the financial market.
Benefits:
•Variable Compensation (PLR + RV);
•Medical Assistance;
•Meal Allowance;
•Food Allowance;
•Daycare/Nanny Allowance;
•Gympass;
•Transportation Voucher.
You will identify with us if you have:
•Think Customer – I think about the Client
•Embrace Change – I drive change
•Act Now – I act quickly
•Move Together – I work as a team
•Speak Up – I speak openly
