Banco De Talentos - Especialista Clientes Select High

Santander UK

Brazil
Consultative financial advisory
Hybrid client service
Portfolio management
You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship profitability and loyalty

Job Summary

  • You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship profitability and loyalty.
  • Key responsibilities include conducting consultative service, performing individualized financial planning, guiding on the portfolio, developing upgrade opportunities for Select Ultra High, and identifying opportunities for growth in results.
  • Benefits include variable remuneration (PLR + RV), medical and dental assistance, food and meal allowance, complementary pension, life insurance, childcare assistance, Gympass or Totalpass, transportation voucher, and various wellness and support programs.

Matching Summary

You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship profitability and loyalty.

Skills & Requirements

Must-have

  • Consultative financial advisory
  • Hybrid client service
  • Portfolio management
  • Financial planning
  • Investment recommendation

Nice-to-have

  • Growth and learning mindset
  • Passion for people
  • Challenging the market
  • Global company culture
  • Horizontal organizational structure

Key Requirements

  • CPA 20 certification
  • Completed higher education
  • Technical knowledge in credit
  • Technical knowledge in investments
  • Technical knowledge in financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter