Pessoa Assessora de Investimentos - Oportunidades exclusivas para Pcd at Santander

Evergreen, Colorado, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InvestmentsIndustries

Requirements

Experience with investments and high-net-worth (Alta Renda) client portfolio
Ability to build and maintain commercial relationships
CPA-20 certification
Desirable: CEA certification
Complete higher education (Ensino superior completo)

Responsibilities

Perform personalized client attendances
Build strong trust-based relationships with clients
Develop customized investment plans to reshape clients' financial futures
Conduct in-depth analysis of market opportunities and trends
Prospect new clients and resources to accelerate and expand investment portfolio

Skills

Key technologies and capabilities for this role

CPA-20CEAInvestimentosCarteira Alta RendaProspecção ClientesAnálise MercadoRelacionamentos ComerciaisMercado Capitais

Questions & Answers

Common questions about this position

What compensation is offered for this Investment Advisor role?

The position offers a fixed salary plus highly attractive variable compensation.

What benefits are provided in this role?

Benefits include VA, VR, 13º VA, VT, health plan, and childcare assistance.

Is this a remote or onsite position?

The role is fully onsite with opportunities in various cities across Brazil.

What skills and qualifications are required for this position?

Requirements include experience with high-net-worth investments and client portfolios, ability to build and maintain commercial relationships, CPA-20 certification, higher education degree, and preferably CEA certification.

What makes a strong candidate for this Investment Advisor role?

Strong candidates are highly engaged professionals motivated by meritocracy, with experience in high-net-worth investments, client relationship skills, and required certifications like CPA-20.

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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