Espec Clientes Select High

BELO HORIZONTE, BRFull-time2026-10-19 → 2026-11-10

Core

High-net-worth client advisor managing a portfolio of 700-800 individuals with assets over R$300,000, providing personalized 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

High-net-worth client acquisition, wealth management, risk management, financial market analysis, negotiation, economic scenario interpretation

Preferred skills

CPA 20 certification, CEA certification, postgraduate degree

Technologies

Microsoft Office

Responsibilities

Administer and grow a portfolio of 700-800 high-net-worth clients; Acquire new high-net-worth clients through product and service offerings; Manage portfolio risk according to bank and regulatory standards; Monitor financial market changes to recommend appropriate services; Provide consultative and personalized guidance to clients

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.