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Santander

Global retail and commercial banking group

Assessor de Invest High

Wealth Management & Financial AdvisoryPosted on Nov 9
Full-timeRecife - State of Pernambuco, BrazilNo salary listed

About the Job

Requirements

  • Completed or ongoing higher education.
  • Proficiency with Microsoft Office.
  • CEA certification is required; candidates holding only CPA-20 are welcome but must obtain the CEA certification.
  • Previous experience in the financial market.

Responsibilities

  • Recommend investment solutions through advisory services according to each client's investor profile.
  • Ensure the quality and satisfaction of customer service on investment matters.
  • Prospect for new assets and retain investments in the existing portfolio through consultative solutions and sales aligned with each client's investor profile.
  • Diversify the investment product portfolio of clients in the assigned portfolio to meet their needs.
  • Act as a hunter for new investor clients and refer them to open an account through a branch or digital channels.
  • Meet clients in person, visiting Santander branches or other locations of their choice at least three to four periods per week, and/or attend events; either may require travel.

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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