Espec Clientes Select High

Santander

Brazil
Variable remuneration (plr + rv); medical + dental...
Cpa 20 certification mandatory
Complete higher education required
Financial planning expertise needed
The role involves managing consolidated Select client portfolios with a focus on hybrid service delivery and complete financial consulting

Job Summary

  • The role involves managing consolidated Select client portfolios with a focus on hybrid service delivery and complete financial consulting.
  • Candidates will be responsible for conducting consultative appointments, creating individualized financial plans, and identifying opportunities for portfolio upgrades.
  • The company offers a comprehensive benefits package including variable remuneration, health insurance, gym access, and specialized support programs.

Matching Summary

The role involves managing consolidated Select client portfolios with a focus on hybrid service delivery and complete financial consulting.

Salary

Variable remuneration (PLR + RV); Medical and dental assistance; Food allowance and retirement plan

Skills & Requirements

Must-have

  • CPA 20 certification mandatory
  • Complete higher education required
  • Financial planning expertise needed

Nice-to-have

  • Strong analytical and negotiation skills
  • Passion for continuous learning
  • Ability to work in diverse teams

Key Requirements

  • CPA 20 certification (mandatory)
  • Higher education degree completed
  • Technical knowledge in credit and investments

Work Rights

Not specified

Tailored Resume

Cover Letter