Espec Clientes Select High
On-siteCampinas, São Paulo, Brazil
Job Summary
Administer and rentabilize a portfolio of 700 to 800 high-net-worth individual clients, focusing on wealth management and succession planning. Acquire new clients by offering and selling financial products and services tailored to the segment with assets exceeding R$300,000. Manage portfolio risks in accordance with bank and regulatory standards while monitoring financial market shifts to recommend optimal solutions. Deliver consultative, personalized service to ensure the best client experience and maintain loyalty. Requires CPA 20 certification and strong negotiation skills to interpret economic scenarios. Join a global bank committed to innovation and horizontal culture.
Required Qualifications
- Solido conhecimento do mercado financeiro, produtos estruturados e gestão patrimonial
- Capacidade de negociação recomendar soluções personalizadas
- Garantir fidelização, capacidade de interpretar cenários econômicos
- Graduação completa
- Certificação CPA 20 – ANBIMA
- Vivência com Pacote Office
- Conhecimento em produtos de investimentos
Desired Qualifications
- Pós-graduação
- Certificação CEA
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