Espec Clientes Select High

Administer and profitably manage a portfolio of approximately 700 to 800 high-net-worth individual clients, focusing on wealth management and succession planning. Acquire new clients by offering and selling tailored financial products and services to expand the portfolio within the high-income segment. Execute risk management for the assigned portfolio in strict accordance with bank and regulatory standards. Monitor financial market shifts to recommend optimal products and services aligned with client needs. Provide consultative, personalized guidance to ensure the best experience and orientation for each client. Requires CPA 20 certification and strong negotiation skills. Variable compensation includes PLR and RV, plus benefits such as medical, gym access, and childcare assistance.