Client Relations Specialist, Private Risk
Foundation Risk PartnersFull Time
Entry Level & New Grad
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Benefits include Remuneração Variável (PLR + RV), Assistência Médica e Odontológica, Auxílio Alimentação e Refeição, Previdência Complementar, Seguro de Vida, Auxílio Creche/Babá, Gympass or Totalpass, Vale Transporte, Programa Nascer, Be Healthy program, and PAPE.
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Required qualifications include a complete graduation (post-graduation preferred), CPA 20 – ANBIMA certification (CEA preferred), experience with Office package, knowledge of investment products, and experience managing high-income individual client portfolios. The role also values behaviors like Think Customer, Embrace Change, Act Now, Move Together, and Speak Up.
Santander promotes a culture of horizontalidade with 4 clusters: Especialista, Líder, Head e Sócio, valuing diversity, creating the new, challenging the market, urgency for now and the future, and behaviors like thinking customer-first, embracing change, acting now, working in teams, and speaking up.
Strong candidates have a complete degree preferably with post-graduation, CPA 20 or CEA certification, Office package experience, investment product knowledge, and high-income client portfolio management experience, along with the valued behaviors like customer focus and teamwork.
Provides banking, investment, and insurance services
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.