Banco De Talentos | Assessor De Investimentos - Vaga Afirmativa Para Pessoas Com Deficiência

Santander UK

Brazil
Variable remuneration (plr + rv); medical assistan...
Investment portfolio diversification
Client relationship management
In-person client visits 3-4 times weekly
The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage

Job Summary

  • The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage.
  • Employees are expected to prospect new investors and retain existing assets through consultative sales solutions.
  • The position requires physical presence at Santander branches or client locations a minimum of 3 to 4 periods per week.

Matching Summary

The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage.

Salary

Variable remuneration (PLR + RV); Medical assistance; Food/Meal allowance; Childcare support; Wellhub; Transport voucher

Skills & Requirements

Must-have

  • Investment portfolio diversification
  • Client relationship management
  • In-person client visits 3-4 times weekly

Nice-to-have

  • Passion for continuous learning
  • Customer-centric mindset
  • Consultative sales approach

Key Requirements

  • Higher education degree completed or in progress
  • C-pro certification (CPA accepted with requirement to obtain C-pro)
  • Prior experience in the financial market

Work Rights

Not specified

Tailored Resume

Cover Letter