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Santander

Global retail and commercial banking group

Assessor de Invest High

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, Brazil

About the Job

Requirements

  • Completed or currently pursuing higher education.
  • An active CEA certification or be in the process of obtaining one.
  • CPA-20 certification is acceptable if available to obtain CEA certification.
  • Knowledge of Microsoft Office.
  • Experience in financial markets and/or activities related to investments, customer relationships, or business development.
  • Commercial profile, ownership mindset, and results focus.

Responsibilities

  • Provide consultative recommendations of investment solutions aligned with each customer's profile and needs.
  • Build strong, long-term relationships and provide a differentiated, high-quality customer experience.
  • Prospect for new customers and identify opportunities to attract funds.
  • Develop and expand the investment portfolio under management.
  • Diversify customers' investments and promote allocations aligned with their financial goals.
  • Contact, meet, and visit customers and prospects in person to strengthen relationships and expand business opportunities.
  • Support customers' investment decisions, focusing on value creation and long-term financial planning.

Desired Qualifications

  • Experience attracting funds and expanding a portfolio.
  • Experience in investment advisory, bancassurance, or high-income customer segments.
  • Additional financial-market certifications.
  • An active professional network and ability to generate business.

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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