♨️Banco de Talentos | Especialista Select | Regional Sudeste (RJ | MG | ES)
Core
Strategic relationship management and consultive sales for high-net-worth individuals in the financial services sector.
Role type
Senior Relationship Manager / Wealth Advisor
Builds
Personalized financial solutions, investment portfolios, and credit products for Select segment clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
consultative sales, portfolio management, relationship building, financial planning, credit and investment solutions, digital and in-person client engagement
Preferred skills
advanced certifications (CPA, CFP), experience with high-net-worth clients, financial planning expertise
Technologies
digital banking platforms, CRM tools
Responsibilities
manage and develop a portfolio of individual clients, identify and execute consultive sales of financial products, support clients in financial decision-making, promote portfolio retention and growth, monitor market trends to offer tailored solutions
Seniority
Mid-Senior, hands-on IC