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Santander

Global retail and commercial banking group

Team Lider Assessoria

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

About the Job

Requirements

  • Ability to build and maintain commercial relationships.
  • C-Pro I certification.
  • Completed higher-education degree.
  • Must reside in the Itapetininga region or neighboring cities.

Responsibilities

  • Lead a work group of Investment Advisors in commercial direction and client approach, focused on generating business and complying with suitability requirements.
  • Report productivity to leadership.
  • Advise clients in the assigned portfolio on investments based on Advisory recommendations, investor profile analysis, life circumstances, and client objectives.
  • Diversify clients' portfolios and attract new funds.
  • Act as a hunter for new investor clients, referring them to open an account through a branch or digital channels.
  • Visit clients in the assigned portfolio at Santander branches or other chosen locations at least 3–4 periods per week and/or attend events; either may require travel.

Desired Qualifications

  • Think Customer: put the customer first.
  • Embrace Change: drive change.
  • Act Now: act quickly.
  • Move Together: work as a team.
  • Speak Up: communicate openly.

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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