Gerente de Negócios Pleno | Comercial Alta Renda
Core
Managing high-net-worth client portfolios and driving sales of financial products to ensure customer satisfaction and revenue growth.
Role type
Senior Relationship Manager (High Net Worth)
Builds
Financial products and services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Active CPA-20 certification, knowledge of banking products, commercial profile, negotiation skills
Preferred skills
CEA certification
Technologies
Mobile banking APP
Responsibilities
Manage high-net-worth client portfolio, execute structured commercial scripts, ensure high service standards via the APP, conduct daily strategic client contacts, deliver assigned sales targets, increase portfolio revenue and IPP, encourage credit card usage
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