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Santander

Global retail and commercial banking group

Especialista Select High

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listedIn-person

About the Job

Requirements

  • Solid knowledge of financial markets, structured products, and wealth management.
  • Ability to negotiate and recommend personalized solutions.
  • Ability to ensure client loyalty and interpret economic scenarios.
  • Completed undergraduate degree.
  • CPA 20 certification from ANBIMA.
  • Experience with Microsoft Office.
  • Knowledge of investment products.

Responsibilities

  • Manage and generate returns from a portfolio of approximately 700–800 high-income individual clients.
  • Acquire new clients to grow the portfolio by offering and selling products and services to high-income-segment clients.
  • Manage portfolio risk in accordance with the bank's and regulators' established standards and procedures.
  • Monitor changes in financial markets to recommend services or products according to client needs.
  • Provide consultative, personalized service to ensure the best client experience and guidance.

Desired Qualifications

  • Postgraduate degree.
  • CEA certification.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

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