Santander

BRA Espec Clientes Select High

In short

This is a client relationship / financial advisory role at Santander in Brazil, managing a portfolio of around 700-800 High Income individual clients (income above R$15,000 and investments above R$300,000), focused on personalized wealth management, financial consulting and new client acquisition. The company is a global bank with a horizontal career culture. The role demands solid financial market knowledge, CPA 20 ANBIMA certification, and completed higher education.

BRA Espec Clientes Select High
Country: Brazil
If you want to grow and keep learning, and are passionate about impacting people through your analysis, this could be your place!
Santander is a constantly growing ecosystem whose purpose is to help people and businesses prosper. It is a space to create, question and challenge the market, aligning the urgency of the present and the future to always serve the client in the best way. It is being part of a global company that values diversity in all its dimensions and that values a horizontal career culture.
At Santander we have a culture of horizontality, practiced through 4 clusters: Specialist, Leader, Head and Partner.
We have an opening for you to become a Select High Specialist, where you will build your career and become the main expert in your area.
Here, your role will be:
A professional with high sensitivity, serving high-income clients with income above R$15,000.00 and investments above R$300,000.00, with a wealth profile requiring exclusive service, personalized financial consulting focused on wealth management and succession.
Main Responsibilities:
•Manage and generate returns on a portfolio of High Income individual clients, averaging 700/800 clients per portfolio;
•Acquire new clients with the goal of growing the portfolio in the market, through the offer and sale of products and/or services to High Income segment clients;
•Manage the risk of the portfolio, ensuring quality in accordance with the standards and procedures established by the bank and regulatory bodies;
•Monitor changes in the financial market to suggest the best service or product according to client needs;
•Act in a consultative and personalized manner, ensuring the best experience and guidance for the client.
Requirements:
•Solid knowledge of the financial market, structured products and wealth management;
•Negotiation capability to recommend personalized solutions;
•Ability to ensure client loyalty and interpret economic scenarios;
•Completed higher education (a postgraduate degree is a plus!);
•CPA 20 – ANBIMA certification (CEA certification is a plus!);
•Experience with Microsoft Office;
•Knowledge of investment products.
Benefits:
•Variable Compensation (PLR + RV)
•Medical and Dental Assistance
•Food and Meal Allowance
•Supplementary Pension Plan
•Life Insurance
•Daycare/Nanny Assistance
•Gympass or Totalpass
•Transportation Voucher
•Nascer Program
•Be Healthy - Program encouraging everyone to adopt healthier habits
•PAPE - Specialized personal support program
In our branches, we have the best managers in the market, who stand by clients to meet their needs and offer the most suitable solutions.

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