The role involves managing consolidated client portfolios within the Select universe, offering hybrid service and complete financial consulting focused on relationship profitability and loyalty
Job Summary
The role involves managing consolidated client portfolios within the Select universe, offering hybrid service and complete financial consulting focused on relationship profitability and loyalty.
Key responsibilities include conducting consultative service, alternating digital and in-person channels, performing individualized financial planning, and identifying upgrade opportunities for Select Ultra High clients.
Santander values professionals who place the customer at the center, drive transformation, act with agility, work collaboratively, and communicate openly, ethically, and transparently.
Matching Summary
The role involves managing consolidated client portfolios within the Select universe, offering hybrid service and complete financial consulting focused on relationship profitability and loyalty.