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Santander UK is seeking a passionate individual for the position of Espec Clientes Select High in Icarai, Brazil. The role involves managing high-value client portfolios, providing a hybrid consultative service, and focusing on client retention and growth.
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Job Summary
You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship profitability and loyalty.
Conduct consultative service, alternating digital and in-person channels as needed; Perform individualized financial planning, guiding on the portfolio.
Variable Remuneration (PLR + RV); Medical and Dental Assistance; Food and Meal Allowance; Complementary Pension; Life Insurance; Childcare/Nanny Allowance; Gympass or Totalpass; Transportation Voucher; Nascer Program; Be Healthy - Program that encourages everyone to have healthier habits; PAPE - Specialized personal support program.
Matching Summary
Match Score: 75
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Santander UK is seeking a passionate individual for the position of Espec Clientes Select High in Icarai, Brazil. The role involves managing high-value client portfolios, providing a hybrid consultative service, and focusing on client retention and growth.
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Skills & Requirements
Must-have
Consultative client service
Financial planning
Portfolio management
Relationship building
Nice-to-have
Drive for results
Continuous learning
Passion for people
Key Requirements
CPA 20 (mandatory)
Completed higher education
Technical knowledge in credit, investments, and financial planning