Bra Espec Clientes Select High

Santander

Rio De Janeiro, Brazil
Manage and monetize high-income client portfolio
Acquire new clients for portfolio growth
Risk management for client portfolio
Your role will be to manage and monetize the portfolio of high-income individual clients, acquiring new clients through offering and selling products and/or services to clients with income above R$ 15,000 per month

Job Summary

  • Your role will be to manage and monetize the portfolio of high-income individual clients, acquiring new clients through offering and selling products and/or services to clients with income above R$ 15,000 per month.
  • You will manage the risks of your portfolio, ensuring quality according to the bank's and regulatory bodies' established norms and procedures, and monitor changes in the financial market to suggest the best service or product according to the client's needs.
  • Santander offers a growing ecosystem with the purpose of contributing to the prosperity of people and businesses, valuing diversity and a culture of horizontal roles, with benefits including variable remuneration, health assistance, and complementary retirement.

Matching Summary

Your role will be to manage and monetize the portfolio of high-income individual clients, acquiring new clients through offering and selling products and/or services to clients with income above R$ 15,000 per month.

Skills & Requirements

Must-have

  • Manage and monetize high-income client portfolio
  • Acquire new clients for portfolio growth
  • Risk management for client portfolio
  • Market analysis for product/service suggestions

Nice-to-have

  • Think Customer
  • Embrace Change
  • Act Now
  • Move Together
  • Speak Up

Key Requirements

  • Graduation complete
  • CPA 20 – ANBIMA certification
  • Office Suite proficiency
  • Investment product knowledge
  • High-income individual portfolio management experience

Work Rights

Not specified

Tailored Resume

Cover Letter