SVP, Direct Investments
BarkleySalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- Certificação CEA (CPA-20 aceita inicialmente, mas CEA é exigida)
- Graduação completa (pós-graduação valorizada)
- Habilidade em Pacote Office
- Conhecimento em produtos bancários, investimentos e financeira
- Mobilidade para visitas
- Experiência atuando com investimentos
- Competências: Think Customer, Embrace Change, Act Now, Move Together, Speak Up
Responsibilities
- Realizar assessoria de investimentos para clientes investidores e potenciais investidores
- Sugerir soluções de investimentos de acordo com o perfil de investidor de cada cliente
- Garantir a qualidade e satisfação no atendimento ao cliente sobre investimentos
- Prospectar novos recursos e reter investimentos da carteira atual por meio de vendas consultivas
- Diversificar o portfólio de produtos de investimentos dos clientes na carteira
- Atuar como hunter de novos clientes investidores, indicando-os para abertura de conta
- Realizar visitas in loco aos clientes (mínimo 3-4 períodos por semana em agências Santander ou outros espaços, podendo envolver viagens) e participar de eventos
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits are offered for this position?
Benefits include Remuneração Variável (PLR + RV), Assistência Médica, Auxílio Alimentação e Refeição, Auxílio Creche/Babá, Gympass, and Vale Transporte.
Is this a remote position or does it require in-person work?
The role requires in loco work with clients, including visits to Santander agencies or other chosen spaces at least 3-4 periods per week, and may involve travel for events.
What skills and qualifications are required for this role?
Key requirements include CEA certification (CPA-20 accepted but CEA must be obtained), complete graduation (post-graduation preferred), proficiency in Office package, knowledge of banking products, investments, and finance, mobility for visits, and experience with investments.
What is the company culture like at Santander and AAA?
The culture emphasizes contributing to people and businesses prospering, creating the new, challenging the market, customer focus, diversity in all dimensions, horizontal hierarchy, and values like Think Customer, Embrace Change, Act Now, Move Together, and Speak Up.
What makes a strong candidate for this Assessor de Investimento role?
Strong candidates align with values like Think Customer, Embrace Change, Act Now, Move Together, and Speak Up, possess CEA certification or plan to obtain it, have investment experience, knowledge of financial products, mobility for client visits, and a customer-focused approach to prospecting and advising.
Santander
Provides banking, investment, and insurance services
About Santander
Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.
Boston, MassachusettsHeadquarters
1902Year Founded
$75MTotal Funding
POST_IPO_DEBTCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Health, dental, & vision
401k
Flexible PTO
Parental & sick leave
Discounts: technology, travel, auto, fitness, & tuition
Risks
ISO 20022 transition may challenge smaller business partners.
'Quishing' attacks pose a growing threat to consumer security.
Openbank faces competition in the U.S. high-yield savings market.
Differentiation
Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.
The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.
Santander's ISO 20022 adoption enhances operational efficiency and data management.
Upsides
Openbank's high-yield savings account attracts more U.S. customers.
Santander's renewable energy financing highlights commitment to sustainable investments.
Proactive cybersecurity measures enhance customer trust and protect digital assets.
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