Banco De Talentos Assessor De Invest Pj

Santander UK

Brazil
Consultative sales approach
Client investment profile analysis
In-person client visits
The role involves suggesting investment solutions tailored to the specific investor profile of each corporate client

Job Summary

  • The role involves suggesting investment solutions tailored to the specific investor profile of each corporate client.
  • Professionals are expected to prospect new resources and retain investments through consultative sales within their coverage map.
  • The position requires in-person attendance at Santander agencies or other chosen spaces to serve the client portfolio.

Matching Summary

The role involves suggesting investment solutions tailored to the specific investor profile of each corporate client.

Skills & Requirements

Must-have

  • Consultative sales approach
  • Client investment profile analysis
  • In-person client visits

Nice-to-have

  • Diversity and inclusion mindset
  • Horizontal culture appreciation
  • Future-oriented problem solving

Key Requirements

  • Complete undergraduate degree
  • CPA20 certification required
  • CEA certification within 90 days

Work Rights

Not specified

Tailored Resume

Cover Letter