Espec Clientes Select High

SELECT ASSEMBLEIA, BRFull-time2026-10-07 → 2026-11-11

Core

High-net-worth client advisor responsible for managing a portfolio of 700-800 affluent individuals, providing personalized financial consulting, wealth management, and succession planning.

Role type

Senior IC wealth management advisor

Builds

Personalized financial solutions and investment products for high-net-worth individuals

Domain

Banking / Wealth Management

Deliverable

client delivery

Required skills

Financial market knowledge, structured products expertise, wealth management, negotiation, economic scenario interpretation, risk management

Preferred skills

Postgraduate degree, CPA 20 certification, CEA certification

Technologies

Microsoft Office

Responsibilities

Administer and grow a portfolio of 700-800 high-net-worth clients; Acquire new clients through the sale of financial products and services; Manage portfolio risk according to bank and regulatory standards; Monitor financial market changes to recommend appropriate services; Act as a personalized consultant to ensure the best client experience.

About Santander

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.