Santander UK is seeking a passionate individual for the Specialist Select High position in Bauru, Brazil. The role involves managing a portfolio of high-value clients, providing hybrid financial consulting, and requires strong analytical skills and the CPA 20 certification
Job Summary
Be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship profitability and loyalty.
Conduct consultative service, alternating digital and in-person channels as needed; Perform individualized financial planning, advising on the portfolio.
Variable Remuneration (PLR + RV); Medical and Dental Assistance; Food and Meal Allowance; Complementary Pension; Life Insurance; Childcare/Nanny Assistance; Gympass or Totalpass; Transportation Voucher; Nascer Program; Be Healthy - Program that encourages everyone to have healthier habits; PAPE - Specialized personal support program.
Matching Summary
Match Score: 85
Santander UK is seeking a passionate individual for the Specialist Select High position in Bauru, Brazil. The role involves managing a portfolio of high-value clients, providing hybrid financial consulting, and requires strong analytical skills and the CPA 20 certification.
Skills & Requirements
Must-have
Hybrid customer service
Financial consulting
Portfolio management
Financial planning
Investment recommendations
Nice-to-have
Long-term relationship building
Proactive client engagement
Drive business growth
Key Requirements
CPA 20 (mandatory)
Completed higher education
Technical knowledge in credit, investments, and financial planning