Banco De Talentos - Assessor De Invest | Nível Brasil

Santander UK

Brazil
Variable remuneration (plr + rv); benefits: medica...
Investment advisory services
Client relationship management
Sales consulting skills
The role involves providing personalized investment advice and solutions tailored to each client's profile and life goals

Job Summary

  • The role involves providing personalized investment advice and solutions tailored to each client's profile and life goals.
  • Employees are expected to prospect new investors, retain existing assets, and diversify client portfolios through consultative sales.
  • The position offers variable remuneration including PLR and RV, along with comprehensive benefits like medical assistance and childcare support.

Matching Summary

The role involves providing personalized investment advice and solutions tailored to each client's profile and life goals.

Salary

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

Skills & Requirements

Must-have

  • Investment advisory services
  • Client relationship management
  • Sales consulting skills
  • Portfolio diversification strategies
  • In-person client visits

Nice-to-have

  • Customer-centric mindset
  • Adaptability to change
  • Team collaboration skills
  • Open communication style
  • Rapid execution capability

Key Requirements

  • CEA certification required (CPA-20 acceptable with plan for CEA)
  • Complete university degree required
  • Experience in banking and investment products
  • Mobility for in-person client visits

Work Rights

Not specified

Tailored Resume

Cover Letter