Espec Patri Consorcio
Core
Act as a Wealth Specialist in Consortiums, managing a portfolio of clients to offer personalized protection and planning solutions through consortiums.
Role type
Specialist, hands-on IC
Builds
Personalized consortium proposals and client relationship management
Domain
Banking / Wealth Management / Insurance
Deliverable
client delivery
Required skills
Commercial sales focus, knowledge of consortium products, portfolio management, business development, Office suite
Preferred skills
Post-graduate degree in related areas
Technologies
Office suite
Responsibilities
Ensure quality and satisfaction in client service regarding consortiums; Act in person with clients at Santander agencies; Contribute to business development with excellence in service; Create personalized strategies aligned with client needs; Develop long-term relationships with the client portfolio; Structure personalized consortium proposals aligned with different client profiles.