CareerPlan

♨️Banco de Talentos | Especialista Select | Regional Sudeste (RJ | MG | ES)

Evergreen, BRFull-time2026-10-01 → 2026-11-10

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