Coordinate different markets (Money, Capital Markets, and Funds) and investment alternatives for high-profile individuals, contacting clients, identifying their specific needs, and inviting them to invest with Santander to capture and generate more resources
Job Summary
Coordinate different markets (Money, Capital Markets, and Funds) and investment alternatives for high-profile individuals, contacting clients, identifying their specific needs, and inviting them to invest with Santander to capture and generate more resources.
Control portfolios with different client profiles, identifying their needs in terms of horizon (time) and risk, in order to classify clients for better service.
Direct the promotion of bank products aimed at individuals, such as mortgage loans, fiduciary services, etc., creating synergies and interacting with other areas, in order to generate more resources for the company.
Matching Summary
Coordinate different markets (Money, Capital Markets, and Funds) and investment alternatives for high-profile individuals, contacting clients, identifying their specific needs, and inviting them to invest with Santander to capture and generate more resources.