Banco De Talentos | Assessor Invest

SANTANDER CONSUMER BANK S.p.A

Brazil
Variable remuneration (plr + rv); benefits: medica...
Investment advisory services
Client portfolio diversification
In-person client visits
The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage

Job Summary

  • The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage.
  • Employees are expected to prospect for new investors and retain existing clients through consultative sales strategies.
  • The position offers variable remuneration including PLR and RV, along with comprehensive benefits like medical assistance and childcare support.

Matching Summary

The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage.

Salary

Variable Remuneration (PLR + RV); Benefits: Medical Assistance; Meal/Transport/Childcare Allowances

Skills & Requirements

Must-have

  • Investment advisory services
  • Client portfolio diversification
  • In-person client visits

Nice-to-have

  • Customer-centric mindset
  • Adaptability to change
  • Team collaboration skills

Key Requirements

  • CEA certification required (CPA-20 acceptable with plan to obtain CEA)
  • Complete undergraduate degree required
  • Experience in banking products and investments

Work Rights

Not specified

Tailored Resume

Cover Letter