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Santander

Global retail and commercial banking group

Assessor de Invest High - Sumaré e Região

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

About the Job

Requirements

  • Higher education completed or in progress.
  • Proficiency with Microsoft Office.
  • CEA certification; candidates who hold only CPA-20 are welcome but must obtain the CEA certification.
  • Previous experience in the financial market.

Responsibilities

  • Recommend investment solutions based on each client's investor profile through advisory services.
  • Ensure quality and client satisfaction in investment-related service.
  • Prospect for new funds and retain investments in the existing portfolio through consultative solutions and sales aligned with each client's investor profile.
  • Diversify the investment products in clients' portfolios to meet their needs.
  • Act as a hunter for new investor clients and refer them to open accounts through a branch or digital channels.
  • Meet clients in person, visiting Santander branches or other locations of 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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