Banco De Talentos - Especialista Clientes Select High

Santander

Brazil
Variable remuneration (plr + rv); not specified; m...
Cpa 20 certification mandatory
Consultative financial planning skills
Portfolio management experience
The role involves managing consolidated client portfolios within the Select universe with a focus on hybrid service delivery

Job Summary

  • The role involves managing consolidated client portfolios within the Select universe with a focus on hybrid service delivery.
  • Candidates will provide complete financial consulting, including individualized planning and investment recommendations to drive profitability.
  • The company offers a comprehensive benefits package including variable remuneration, health insurance, and wellness programs.

Matching Summary

The role involves managing consolidated client portfolios within the Select universe with a focus on hybrid service delivery.

Salary

Variable Remuneration (PLR + RV); Not specified; Medical/Dental/Recreation benefits included

Skills & Requirements

Must-have

  • CPA 20 certification mandatory
  • Consultative financial planning skills
  • Portfolio management experience

Nice-to-have

  • Strong analytical capabilities
  • Active listening and negotiation skills
  • Long-term relationship building

Key Requirements

  • CPA 20 certification required
  • Higher education degree completed
  • Technical knowledge in credit and investments

Work Rights

Not specified

Tailored Resume

Cover Letter