Banco De Talentos | Team Leader - Aaa Investimentos

Santander

Unknown, Unknown, Brazil
Variable remuneration (plr + rv); not specified ba...
Certification c-pro i required
Lead investment advisory team
Conduct client portfolio diversification
The role involves leading a group of Investment Advisors to drive business generation and ensure suitability compliance

Job Summary

  • The role involves leading a group of Investment Advisors to drive business generation and ensure suitability compliance.
  • Candidates must actively hunt for new investor clients and conduct at least three to four in-person visits per week.
  • The position offers variable remuneration including PLR and RV, along with comprehensive benefits like medical assistance and childcare support.

Matching Summary

The role involves leading a group of Investment Advisors to drive business generation and ensure suitability compliance.

Salary

Variable Remuneration (PLR + RV); Not specified base; Benefits: Medical, Food, Childcare, Wellhub, Transport

Skills & Requirements

Must-have

  • Certification C-pro I required
  • Lead investment advisory team
  • Conduct client portfolio diversification
  • Perform in-person client visits
  • Generate new investor accounts

Nice-to-have

  • Strong relationship building skills
  • Ability to embrace change quickly
  • Collaborative team player mindset
  • Open communication style
  • Customer-centric approach

Key Requirements

  • C-pro I Certification
  • Complete Higher Education degree
  • Brazil work authorization

Work Rights

Not specified

Tailored Resume

Cover Letter