Banco De Talentos | Assessor De Invest High

Santander UK

Brazil
Suggest investment solutions
Customer satisfaction
Prospect new resources
The role of Investment Advisor involves suggesting investment solutions according to each client's profile, ensuring quality and satisfaction in customer service, and prospecting new resources and retaining current investments

Job Summary

  • The role of Investment Advisor involves suggesting investment solutions according to each client's profile, ensuring quality and satisfaction in customer service, and prospecting new resources and retaining current investments.
  • Key responsibilities include diversifying clients' investment portfolios to meet their needs and acting as a hunter for new investor clients, directing them to open accounts.
  • The company offers variable remuneration (PLR + RV), medical assistance, meal and food allowances, childcare/nanny assistance, Gympass, and transportation vouchers.

Matching Summary

The role of Investment Advisor involves suggesting investment solutions according to each client's profile, ensuring quality and satisfaction in customer service, and prospecting new resources and retaining current investments.

Skills & Requirements

Must-have

  • Suggest investment solutions
  • Customer satisfaction
  • Prospect new resources
  • Diversify investment portfolio
  • Hunter of new investors

Nice-to-have

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

Key Requirements

  • Complete or ongoing Higher Education
  • Proficiency in Microsoft Office Suite
  • CEA certification (CPA-20 accepted with CEA acquisition requirement)
  • Previous experience in the financial market

Work Rights

Not specified

Tailored Resume

Cover Letter