Banco De Talentos | Assessor De Invest High

Santander Arena

Base: not specified; bonus/equity: remuneração var...
Personalized investment advisory
Client portfolio diversification
Prospecting new investment clients
The role involves suggesting investment solutions tailored to each client's investor profile and ensuring high-quality client satisfaction regarding investments

Job Summary

  • The role involves suggesting investment solutions tailored to each client's investor profile and ensuring high-quality client satisfaction regarding investments.
  • The position requires prospecting new resources and retaining investments through consultative sales and diversifying clients' investment portfolios.
  • Benefits include variable remuneration (PLR + RV), medical assistance, meal and food allowances, childcare support, Gympass, and transportation allowance.

Matching Summary

The role involves suggesting investment solutions tailored to each client's investor profile and ensuring high-quality client satisfaction regarding investments.

Salary

Base: Not specified; Bonus/Equity: Remuneração Variável (PLR + RV); Benefits: Assistência Médica, Auxílio Refeição, Auxílio Alimentação, Auxílio Creche/Babá, Gympass, Vale Transporte

Skills & Requirements

Must-have

  • Personalized investment advisory
  • Client portfolio diversification
  • Prospecting new investment clients
  • On-site client visits and events
  • Consultative sales approach

Nice-to-have

  • Passion for working with people
  • Embrace change and teamwork culture
  • Customer-focused mindset
  • Open communication
  • Ability to work with urgency

Key Requirements

  • Higher Education completed or in progress
  • CEA certification required (CPA-20 accepted temporarily)
  • Previous experience in financial market

Work Rights

Not specified

Tailored Resume

Cover Letter