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Santander

Global retail and commercial banking group

Investment Advisor High

Wealth Management & Financial AdvisoryPosted on Nov 12
Full-timeSantos - State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Completed or ongoing higher education.
  • Knowledge of Microsoft Office.
  • CPRO-I certification; candidates with only CPRO-R are welcome but must obtain CPRO-I.
  • 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 client service on investments.
  • Prospect for new assets and retain investments from the current portfolio through consultative solutions and sales aligned with each client's investor profile.
  • Diversify the investment product portfolios of clients in the assigned portfolio to address their needs.
  • Prospect for new investor clients and refer them to open accounts through a branch or digital channels.
  • Meet clients in person at Santander branches or other chosen locations at least three to four periods per week and/or attend events; these activities 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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