Banco De Talentos | Banco De Talentos | Assessor Invest - Nível Brasil

Santander UK

Brazil
Variable remuneration (plr + rv); benefits: medica...
Certification c-pro i or cpa with plan to obtain
Complete undergraduate degree required
In-person client visits 3-4 times per week
The role involves providing personalized investment advisory services to clients based on their specific profiles and life goals

Job Summary

  • The role involves providing personalized investment advisory services to clients based on their specific profiles and life goals.
  • Candidates must be mobile to conduct in-person visits at Santander branches or other locations at least three to four times a week.
  • The position offers a variable compensation 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 to clients based on their specific profiles and life goals.

Salary

Variable Remuneration (PLR + RV); Benefits: Medical Assistance; Meal/Transport/Childcare Allowances

Skills & Requirements

Must-have

  • Certification C-pro I or CPA with plan to obtain
  • Complete undergraduate degree required
  • In-person client visits 3-4 times per week

Nice-to-have

  • Post-graduate education preferred
  • Experience in banking products and investments
  • Strong sales and consultative selling skills
  • Willingness to travel for events

Key Requirements

  • C-pro I certification (CPA acceptable if committed to obtaining C-pro I)
  • Completed university degree
  • Proficiency in Office software suite
  • Prior experience in investment sales

Work Rights

Not specified

Tailored Resume

Cover Letter