Banco De Talento | Assessor De Investimento - Sul

SANTANDER CONSUMER BANK S.p.A

Sul, Brazil
Variable remuneration (plr + rv); not specified; m...
Investment advisory services
Client portfolio diversification
In-person client visits
The role involves providing personalized investment advisory services to clients based on their profiles and life goals

Job Summary

  • The role involves providing personalized investment advisory services to clients based on their profiles 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 such as medical assistance and gym access.

Matching Summary

The role involves providing personalized investment advisory services to clients based on their profiles and life goals.

Salary

Variable Remuneration (PLR + RV); Not specified; Medical Assistance; Food/Meal Aid; Daycare; Gympass; Transport Voucher

Skills & Requirements

Must-have

  • Investment advisory services
  • Client portfolio diversification
  • In-person client visits
  • Sales of investment products
  • Customer relationship management

Nice-to-have

  • Think Customer mindset
  • Embrace Change attitude
  • Act Now approach
  • Teamwork collaboration
  • Open communication style

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter