Banco De Talentos Espec Select Ultra High - Nível Brasil

Santander UK

Brazil
Variable compensation: plr + rv; base: not specifi...
High net worth client portfolio management
Sales of investment products and services
Risk management for personal banking clients
The role involves administering and growing a portfolio of High Net Worth individual clients while ensuring risk management compliance

Job Summary

  • The role involves administering and growing a portfolio of High Net Worth individual clients while ensuring risk management compliance.
  • Candidates are expected to act as consultants, offering personalized financial solutions to clients with monthly incomes above R$50,000.
  • The position offers a comprehensive benefits package including variable compensation (PLR + RV), health insurance, gym access, and parental support programs.

Matching Summary

The role involves administering and growing a portfolio of High Net Worth individual clients while ensuring risk management compliance.

Salary

Variable Compensation: PLR + RV; Base: Not specified; Benefits: Medical, Dental, Food, Retirement, Life Insurance, Gym, Transport, Parental Support

Skills & Requirements

Must-have

  • High Net Worth client portfolio management
  • Sales of investment products and services
  • Risk management for personal banking clients
  • Consultative sales approach for affluent customers

Nice-to-have

  • Customer-centric thinking mindset
  • Embracing organizational change
  • Rapid action and execution
  • Collaborative team work culture
  • Open communication style

Key Requirements

  • Complete undergraduate degree required
  • CEA - ANBIMA certification mandatory
  • Experience in High Net Worth portfolio management
  • Knowledge of investment products
  • Office software proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter