Banco De Talentos - Assessor De Invest | Rio De Janeiro

SANTANDER CONSUMER BANK S.p.A

Rio de Janeiro, Brazil
Variable remuneration (plr + rv); not specified; m...
Certification cea or cpa-20 with cea goal
In-person client visits 3-4 times weekly
Consultative investment sales experience
The role involves providing personalized investment advisory services based on the specific profile and life goals of each client

Job Summary

  • The role involves providing personalized investment advisory services based on the specific profile and life goals of each client.
  • Candidates are expected to act as hunters to prospect new investor clients while retaining and diversifying the current portfolio.
  • The position offers a variable remuneration structure including PLR and RV, along with comprehensive benefits like medical assistance and childcare support.

Matching Summary

The role involves providing personalized investment advisory services based on the specific profile and life goals of each client.

Salary

Variable Remuneration (PLR + RV); Not specified; Medical Assistance; Food/Meal Aid; Childcare Support; Wellhub; Transport Voucher

Skills & Requirements

Must-have

  • Certification CEA or CPA-20 with CEA goal
  • In-person client visits 3-4 times weekly
  • Consultative investment sales experience

Nice-to-have

  • Post-graduation degree preferred
  • Strong Microsoft Office skills
  • Customer-centric mindset
  • Ability to embrace change
  • Team collaboration skills

Key Requirements

  • Completion of undergraduate degree
  • CEA certification required (CPA-20 acceptable if transitioning)
  • Mobility for in-person client visits
  • Experience in banking and investment products

Work Rights

Not specified

Tailored Resume

Cover Letter