Espec Clientes Select High

Santander UK

Variable remuneration (plr + rv); benefits: medica...
Cpa 20 certification mandatory
Complete higher education required
Financial planning and portfolio analysis
The role involves managing consolidated Select client portfolios with a focus on hybrid service and complete financial consulting

Job Summary

  • The role involves managing consolidated Select client portfolios with a focus on hybrid service and complete financial consulting.
  • Candidates must possess the CPA 20 certification and a completed higher education degree in finance or related fields.
  • The company offers comprehensive benefits including variable remuneration, health insurance, gym access, and specialized support programs.

Matching Summary

The role involves managing consolidated Select client portfolios with a focus on hybrid service and complete financial consulting.

Salary

Variable Remuneration (PLR + RV); Benefits: Medical/Dental, Food Allowance, Pension, Life Insurance; Not specified

Skills & Requirements

Must-have

  • CPA 20 certification mandatory
  • Complete higher education required
  • Financial planning and portfolio analysis
  • Hybrid customer service delivery
  • Credit and investment knowledge

Nice-to-have

  • Strong analytical and negotiation skills
  • Long-term relationship building
  • Customer-centric decision making
  • Agile and urgent action mindset
  • Collaborative team culture

Key Requirements

  • CPA 20 certification (mandatory)
  • Higher education degree (complete)
  • Technical knowledge in credit and investments

Work Rights

Not specified

Tailored Resume

Cover Letter