Santander is a global company that values diversity and practices a culture of horizontal roles with clusters like Specialist, Leader, Head, and Partner
Job Summary
Santander is a global company that values diversity and practices a culture of horizontal roles with clusters like Specialist, Leader, Head, and Partner.
The role involves managing consolidated Select client portfolios, providing hybrid consultative service, individualized financial planning, and identifying upgrade opportunities to Select Ultra High.
Benefits include variable remuneration (PLR + RV), medical and dental assistance, meal and food allowance, complementary pension, life insurance, childcare support, gym access, transportation voucher, and wellness and personal support programs.
Matching Summary
Santander is a global company that values diversity and practices a culture of horizontal roles with clusters like Specialist, Leader, Head, and Partner.
Skills & Requirements
Must-have
Client portfolio management
Hybrid digital and in-person service
Financial planning and consulting
Investment advisory skills
Negotiation and active listening
Long-term relationship building
Nice-to-have
Customer-centric decision making
Agility and sense of urgency
Collaborative teamwork
Open and ethical communication
Adaptability to change and innovation
Key Requirements
CPA 20 certification
Completed higher education
Technical knowledge in credit, investments, and financial planning