SVP, Direct Investments
BarkleySalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial Services, InvestmentsIndustries
Requirements
- Ensino Superior Completo
- Domínio do Pacote Office
- Certificação CPA 20 ativa (obrigatória)
- Experiência prévia é um diferencial
- Think Customer – Penso no Cliente
- Embrace Change – Impulsiono a mudança
- Act Now – Atuo com rapidez
- Move Together – Trabalho em equipe
- Speak Up – Falo abertamente
Responsibilities
- Realizar abordagem e conquista de clientes Select com potencial para investimentos
- Realizar a abordagem de potenciais clientes para apresentar soluções de investimento do Santander, com o apoio de leads comerciais
- Prospectar novos recursos de investimento junto aos clientes Select da sua região de atuação, utilizando uma abordagem consultiva alinhada ao perfil de investidor de cada cliente e ao mapa de cobertura
- Realizar atendimentos presenciais aos clientes Select da sua região, em agências Santander ou em locais escolhidos pelo próprio cliente, proporcionando uma experiência personalizada e conveniente
- Garantir a qualidade e satisfação no atendimento ao cliente sobre o tema de Investimentos
Skills
Investment Advisory
Client Prospecting
Sales Approach
Consultative Selling
Client Relationship Management
Customer Service
In-person Attendance
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