Bra Espec Select Ultra High

Santander

Brazil
Variable compensation (plr + rv); not specified; m...
Solid knowledge of financial markets
Expertise in structured products
Wealth management and succession planning skills
The role involves acting as a specialized financial consultant providing exclusive, personalized advice to clients with significant assets

Job Summary

  • The role involves acting as a specialized financial consultant providing exclusive, personalized advice to clients with significant assets.
  • Responsibilities include developing strategies for profitability, asset protection, and diversification while ensuring client loyalty.
  • The company offers a comprehensive benefits package including variable compensation, health insurance, and wellness programs.

Matching Summary

The role involves acting as a specialized financial consultant providing exclusive, personalized advice to clients with significant assets.

Salary

Variable Compensation (PLR + RV); Not specified; Medical/Dental/Reimbursement benefits included

Skills & Requirements

Must-have

  • Solid knowledge of financial markets
  • Expertise in structured products
  • Wealth management and succession planning skills
  • Ability to negotiate personalized solutions
  • High-level communication and discretion

Nice-to-have

  • Passion for impacting people through analysis
  • Experience with high-income or private clients
  • Cultural fit for horizontal organizational structure
  • Strategic thinking for portfolio performance
  • Commitment to customer-centric service

Key Requirements

  • CEA certification (mandatory)
  • CFP certification (desirable)
  • MBA or specialization in finance/wealth management
  • Experience with high-net-worth or private banking clients

Work Rights

Not specified

Tailored Resume

Cover Letter