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SicrediPosted 1 month ago

Gerente de Negócios Pessoa Física | Alta Renda - Metropolitan | Criciúma/SC

On-siteCriciúma, Santa Catarina, Brazil

Full TimeSenior LevelBachelors DegreeLarge

Job Summary

Manage the high-net-worth personal client portfolio through consultative approaches, presenting tailored financial solutions to meet associate needs. Conduct visits to prospect new business, strengthening relationships with associates and the local community while maintaining accurate client registration records. Control and collect credit operations, supporting relationship programs aligned with corporate culture and strategic objectives. Requires CPA and CPro-R certifications, minimum two years of portfolio management experience, and a personal vehicle. Located at the Metropolitan branch in Criciúma/SC.

Required Qualifications

  • Formação: Superior Completo
  • Certificação ANBIMA: CPA e CPro-R ativas
  • Ter experiência na gestão de carteira de no mínimo 02 anos
  • Experiência no relacionamento com segmento Pessoa Física, carteira de Alta Renda
  • Vivência na área comercial em Instituições Financeiras
  • CNH e veículo próprio

Desired Qualifications

  • desejável Pós-Graduação
  • Conhecimento sobre produtos e serviços financeiros

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