Private Banker I
Full-time
Banco Santander S.A.
Private Banker I
Country: Brazil
Aqui, seu papel será:- Gerir a carteira de clientes Private com visão consultiva, foco em rentabilidade e relacionamento de longo prazo.
- Desenvolver novas oportunidades de negócios por meio de networking, relacionamento pessoal e atuação ativa no mercado, além do uso do ecossistema do banco.
- Expandir o share of wallet dos clientes, promovendo consolidação patrimonial e aprofundamento do relacionamento multigeracional.
- Traduzir cenários macroeconômicos e de mercado em estratégias comerciais e recomendações aos clientes.
- Construir e manter pipeline ativo de prospecção e desenvolvimento de negócios.
- Certificação CFP obrigatória;
- Experiência e conhecimento sólidos em investimentos e gestão de carteiras personalizadas.
Vacancy posted 6 hours ago
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