Bra Espec Clientes Select High

Santander UK

Brazil
Manage and monetize high-income client portfolio
Acquire new clients with income > r$ 15k/month
Risk management for client portfolio
Your role will be to administer and monetize the portfolio of high-income individual clients, and acquire new clients by offering and selling products and/or services to clients with income above R$ 15,000 per month

Job Summary

  • Your role will be to administer and monetize the portfolio of high-income individual clients, and acquire new clients by 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' standards, and monitor changes in the financial market to suggest the best service or product according to the client's needs.
  • Benefits include variable remuneration (PLR + RV), medical and dental assistance, food and meal allowance, complementary pension, life insurance, childcare/nanny assistance, Gympass or Totalpass, and transportation voucher.

Matching Summary

Your role will be to administer and monetize the portfolio of high-income individual clients, and acquire new clients by 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 with income > R$ 15k/month
  • Risk management for client portfolio
  • Financial market monitoring

Nice-to-have

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

Key Requirements

  • Graduation complete
  • CPA 20 - ANBIMA certification
  • Office Package proficiency
  • Investment products knowledge
  • Experience in high-income individual client portfolio management

Work Rights

Not specified

Tailored Resume

Cover Letter