Private Banker - Belo Horizonte at Santander

Belo Horizonte, Minas Gerais, Brazil

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Certificação CFP obrigatória
Experiência bancária prévia (Private, Wealth Management ou áreas correlatas)
Sólido conhecimento em produtos financeiros de alta complexidade, incluindo investimentos locais e internacionais, crédito estruturado e soluções patrimoniais
Capacidade de interpretar e discutir cenários macroeconômicos e seus impactos na carteira de clientes
Alta energia comercial, proatividade e orientação a resultados
Habilidade de networking e relacionamento interpessoal com públicos de alto poder aquisitivo
Comunicação consultiva, com capacidade de traduzir soluções financeiras complexas em propostas claras e atrativas para o cliente
Resiliência e disciplina, com foco em longo prazo e construção de relacionamento sustentável
Forte visão estratégica e de mercado, capaz de identificar oportunidades em novos nichos e setores
Confiança e credibilidade pessoal

Responsibilities

Focar na captação e gestão da carteira, garantindo uma transição estruturada para o modelo de relacionamento
Ativar relacionamentos ainda não explorados, com foco em prospecção ativa de clientes de high e ultra high net worth (UHNW)
Trazer nomes relevantes fora do ecossistema atual do banco, ampliando a base de clientes estratégicos
Atuar de forma consultiva na venda do segmento Private e na apresentação do banco como parceiro estratégico
Colaborar com áreas internas (investimentos, crédito, câmbio, seguros) para entregar soluções customizadas e integradas
Reportar resultados comerciais e pipeline de prospecção, garantindo alinhamento com as metas estratégicas da área

Skills

Key technologies and capabilities for this role

Private BankingWealth ManagementClient Relationship ManagementProspectingHigh Net Worth ClientsUltra High Net WorthConsultative SellingPortfolio ManagementInvestment AdvisoryCredit AdvisoryWealth Planning

Questions & Answers

Common questions about this position

What certifications are required for this Private Banker role?

The position requires CFP certification. Experience in banking, particularly Private or Wealth Management, is also valued.

What skills are essential for success in this position?

Key skills include solid knowledge of complex financial products like investments, structured credit, and patrimonial solutions; ability to interpret macroeconomic scenarios; high commercial energy, proactivity, results orientation, networking, consultative communication, resilience, and discipline.

What is the work location for this Private Banker position?

The role is based in Belo Horizonte, Brazil.

What is the company culture like at Santander's Private Banking?

Santander emphasizes growth, innovation, challenging the market, diversity in all dimensions, horizontal culture, and an environment for creating the new with urgency for now and the future. The Private Banking area offers an innovative environment with complete support for long-term client relationships.

What makes a strong candidate for this Private Banker role?

Strong candidates have CFP certification, prior banking experience in Private or Wealth Management, knowledge of complex financial products, macroeconomic analysis skills, and soft skills like commercial energy, proactivity, networking, consultative communication, resilience, and long-term relationship building.

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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