Espec Clientes Select High

Administer and profitably manage a portfolio of 700 to 800 high-net-worth individual clients, focusing on wealth management and succession planning. Acquire new clients by offering tailored financial products and services, while actively monitoring market shifts to recommend optimal solutions. Execute risk management protocols in strict accordance with bank and regulatory standards, ensuring personalized advisory experiences for clients with assets exceeding R$300,000. Maintain a solid grasp of structured products and economic scenarios to drive retention and growth within the Santander ecosystem.