Associate Advisor
FartherSalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
NoVisa
Investimentos, Financeiro, BancárioIndustries
Requirements
- Capacidade de construir e manter relacionamentos comerciais
- Certificação CEA
- Ensino superior completo
- Vaga exclusiva para o Rio de Janeiro
Responsibilities
- Liderar grupo de trabalho composto por Assessores de Investimentos no direcionamento e abordagem comercial, com foco em geração de negócios e conformidade de suitability
- Realizar reports de produtividade para a liderança
- Assessorar clientes da carteira em Investimentos com base em recomendações de Advisory, Análise de Perfil de Investidor, momento de vida e objetivos do cliente
- Trabalhar na diversificação da carteira de clientes e captação de novos recursos
- Atuar como hunter de novos clientes investidores, indicando-os para abertura de conta via agência ou meios digitais
- Atuar in loco com clientes da carteira, com visitas em agências Santander ou outros espaços (ao menos 3/4 períodos por semana) e/ou eventos (podendo demandar viagens)
Skills
CEA
Assessoria de Investimentos
Análise de Perfil de Investidor
Relacionamentos Comerciais
Gestão de Carteira
Captação de Recursos
Suitability
Reports de Produtividade
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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