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Santander

Global retail and commercial banking group

Especialista Clientes Select High

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeDivinópolis, State of Minas Gerais, BrazilNo salary listedIn-person

About the Job

Requirements

  • Strong knowledge of financial markets, structured products, and wealth management.
  • Ability to negotiate and recommend personalized solutions.
  • Ability to build customer loyalty and interpret economic scenarios.
  • A completed degree.
  • CPA 20 certification from ANBIMA.
  • Experience with Microsoft Office.
  • Knowledge of investment products.

Responsibilities

  • Manage and grow a portfolio averaging 700–800 high-income individual customers.
  • Acquire new customers and increase the portfolio through offering and selling products or services to high-income customers.
  • Manage portfolio risks in accordance with bank and regulatory standards and procedures.
  • Monitor changes in financial markets and recommend services or products according to customer needs.
  • Provide personalized, consultative service and financial guidance, including wealth-management and succession planning.

Desired Qualifications

  • A 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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