You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting focused 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 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.
Benefits include variable compensation (PLR + RV), medical and dental assistance, meal and food allowance, complementary pension, life insurance, and childcare assistance.
Matching Summary
You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting focused on relationship profitability and loyalty.