Client Relations Specialist, Private Risk
Foundation Risk PartnersSalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- Graduação completa (pós-graduação valorizada)
- Certificação CPA 20 – ANBIMA (CEA valorizada)
- Vivência com Pacote Office
- Conhecimento em produtos de investimentos
- Vivência em gestão de carteira do segmento Pessoa Física Alta Renda
- 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
- Administrar e rentabilizar a carteira de clientes Pessoa Física Alta Renda
- Conquistar novos clientes com o objetivo de aumentar sua carteira junto ao mercado, por meio da oferta e venda de produtos e/ou serviços para clientes do segmento Alta Renda
- Fazer gestão de riscos de sua carteira, prezando pela qualidade, de acordo com normas e procedimentos estabelecidos pelo banco e órgãos reguladores
- Acompanhar as mudanças do mercado financeiro para sugerir o melhor serviço ou produto de acordo com a necessidade do cliente
- Atuar de forma consultiva e personalizada, garantindo a melhor experiência e orientação ao cliente
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits does Santander offer for this position?
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.
Is this a remote position or does it require working in an office?
This information is not specified in the job description.
What skills and qualifications are required for the Espec Clientes Select High role?
Requirements 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.
What is the company culture like at Santander?
Santander emphasizes a horizontal culture with clusters like Especialista, Líder, Head, and Sócio, valuing diversity, innovation, customer focus, and behaviors such as Think Customer, Embrace Change, Act Now, Move Together, and Speak Up.
What makes a strong candidate for this role at Santander?
Strong candidates have a degree (post-graduation is a plus), CPA 20 certification (CEA preferred), Office package experience, investment product knowledge, high-income client portfolio management experience, and align with values like customer focus, embracing change, acting quickly, teamwork, and speaking up.
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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