Expert Acquisition Manager

Banco Daycoval seeks professionals with a Hunter profile, a focus on business generation, and a passion for building strategic relationships to act in the position of Expert High Net Worth Acquisition Manager.

This position is aimed at those with strong prospecting capabilities, the ability to open doors, and develop new commercial opportunities, acting directly in acquiring high-net-worth clients and expanding the bank's presence in the São Paulo region.

If you are driven by challenges, possess excellent influencing skills, and believe that relationships combined with commercial execution are the path to consistent results, this opportunity is for you.

Responsibilities and duties

• Actively prospect and acquire new clients from the High Net Worth segment, focusing on expanding Banco Daycoval's client base;
• Develop acquisition strategies using networking, referrals, external visits, and market actions;
• Act with a predominantly Hunter profile, identifying opportunities and converting potential clients into new relationships;
• Build solid, long-term relationships, providing a consultative and personalized experience;
• Identify clients' financial profile, needs, and objectives to recommend suitable solutions;
• Market the bank's portfolio of products and services, promoting relationship deepening;
• Manage the commercial pipeline, tracking opportunities, negotiations, and conversions;
• Monitor performance indicators and act with discipline to achieve established goals;
• Represent Banco Daycoval at events, strategic meetings, and relationship-building activities aimed at the high-net-worth audience;
• Ensure operations comply with internal policies, regulations, and ethical principles of the institution.

Requirements and qualifications

• Completed higher education;
• Active CEA Certification (mandatory);
• Proven experience in acquiring High Net Worth clients, with a focus on acquisition and portfolio development;
• Solid knowledge of financial products and solutions for the High Net Worth segment, including investments, credit, and other banking products;
• Consistent history of achieving goals and generating new business;
• Commercial Hunter profile, with strong prospecting and market opening capabilities;
• Excellent communication, negotiation, and influencing skills;
• Organization, autonomy, and discipline in managing the commercial funnel;
• Availability for in-person work in São Paulo/SP and external visits.

It will be a differential if you have

• CFP® Certification;
• Experience in serving the High Net Worth, Private, or Wealth Management segments;
• Experience in banks, brokerages, credit unions, or investment advisory firms;
• Knowledge and use of CRM tools for commercial management.

Additional Information

At Daycoval, we understand that caring for our employees is essential to promoting a healthy and productive work environment. Therefore, we offer a comprehensive benefits package, providing not only stability but also quality of life. Our commitment to your well-being goes beyond professionalism; it is an extension of the respect we have for each member of our team.

Benefits that Value You:

· Profit and Results Sharing: Subject to bank results, as per collective bargaining agreement.

· Medical and Dental Assistance: Comprehensive coverage for quality medical and dental care.

· Meal/Food Voucher

· Life Insurance

· Childcare Assistance: Financial support to balance work and family responsibilities.

· Education Support: Support for academic and professional development, investing in your growth.

· Discount Partnerships: Exclusive advantages on a variety of products and services through strategic partnerships.

· Attendance Leave: A day off to recharge and balance responsibilities

· Totalpass - Health Incentive: Access to a wide network of physical activities, promoting an active and healthy lifestyle.