Banco de Talento | Assessor de Investimento - Sul at Santander

Evergreen, Colorado, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Certificação CEA (CPA-20 aceita, mas CEA é exigida eventualmente)
Graduação completa (pós-graduação valorizada)
Habilidade em Pacote Office
Conhecimento em produtos bancários, investimentos e financeira
Mobilidade para visitas in loco
Experiência atuando com investimentos
Alinhamento com 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 (ao menos 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

Investment AdvisoryClient ProspectingConsultative SalesPortfolio DiversificationCustomer SatisfactionCEA Certification

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 visits or events.

What certifications and skills are required for this role?

CEA certification is valued (CPA-20 is welcome but CEA is required), 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 company emphasizes a growing ecosystem to help people and businesses prosper, innovation, challenging the market, customer focus, diversity, horizontal culture, 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 have CEA certification, experience with investments, knowledge of financial products, customer-oriented mindset, mobility for client visits, and alignment with values like thinking customer-first and working in teams.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free