Banco De Talentos | Team Leader - Aaa Investimentos
Santander UK
Brazil
Investment advisory and commercial approach
Productivity reporting to leadership
Client portfolio diversification
Your role will be to lead your team of Investment Advisors in commercial direction and approach, always with a view to generating more business and ensuring suitability compliance
Job Summary
Your role will be to lead your team of Investment Advisors in commercial direction and approach, always with a view to generating more business and ensuring suitability compliance.
You will advise clients in your portfolio on Investments based on Advisory recommendations, Investor Profile Analysis, and the client's life stage and objectives.
Benefits include Variable Remuneration (PLR + RV), Medical Assistance, Food and Meal Allowance, Childcare/Nanny Assistance, Wellhub, and Transportation Voucher.
Matching Summary
Your role will be to lead your team of Investment Advisors in commercial direction and approach, always with a view to generating more business and ensuring suitability compliance.
Skills & Requirements
Must-have
Investment advisory and commercial approach
Productivity reporting to leadership
Client portfolio diversification
New investor client acquisition
On-site client engagement
Nice-to-have
Customer-centric mindset
Embracing change and driving innovation
Acting with speed and efficiency
Collaborative teamwork
Open and direct communication
Key Requirements
C-pro I Certification
Completed higher education
Ability to build and maintain commercial relationships