Espec Clientes Select High

Santander UK

Icarai, Brazil
**
Consultative client service
Financial planning
Portfolio management
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

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