Banco De Talentos Assessor De Invest Pj

Santander

Cpa20 certification required within 90 days
Consultative investment sales experience
In-person client visits and agency meetings
The role involves suggesting investment solutions tailored to the specific profile of each corporate client

Job Summary

  • The role involves suggesting investment solutions tailored to the specific profile of each corporate client.
  • Candidates are expected to prospect new resources and retain investments through consultative sales strategies.
  • The position requires in-person attendance at Santander agencies or other chosen spaces to serve the client portfolio.

Matching Summary

The role involves suggesting investment solutions tailored to the specific profile of each corporate client.

Skills & Requirements

Must-have

  • CPA20 certification required within 90 days
  • Consultative investment sales experience
  • In-person client visits and agency meetings

Nice-to-have

  • Post-graduate degree preferred
  • CEA certification acquisition
  • Diversity and horizontal culture fit

Key Requirements

  • Complete undergraduate degree
  • CPA20 certification (CEA within 90 days)
  • Proficiency in Microsoft Office

Work Rights

Not specified

Tailored Resume

Cover Letter