Espec Clientes Select High at Santander

Vitória, Espirito Santo, Brazil

Apply Now

Not SpecifiedCompensation

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

MS Office

Investment Products

Portfolio Management

Risk Management

High Net Worth Clients

ANBIMA CPA-20

Client Advisory

Financial Markets

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