High-Income Digital Relationship Manager - São Paulo

Job description

About our client:

A large financial institution that offers high-income clients innovative, personalized solutions and consultative services for products and investments.

Work location:

São Paulo (hybrid)

Main activities:

Management of high-income individual client portfolio through remote channels;
Counseling Sales;
Financial Consulting;
Client Retention;

Tech knowledge:

Bachelor's degree or higher;
Active CPA20 certification;
Experience in managing high-income client portfolios;

What we expect from you:

We are looking for people who want to develop and learn constantly, sharing, collaborating, innovating, and delivering value to each customer service.

Get to know our process:

The selection process starts with the application. The time frame is flexible, but don't worry, our dedicated candidate experience team is prepared to provide the best experience for you. We analyze all profiles carefully and always send feedback, regardless of the stage of the application. Additionally, all instructions are sent by email and feedback occurs in real-time.

These are the Benefits and advantages:

Transportation Allowance;
Lunch Voucher (Restaurants) / Food Allowance (Supermarkets);
MEDICAL AND DENTAL INSURANCE;
Life Insurance;
Bonus based on results (PLR);
Exclusive discounts on financial products;
Extended maternity leave;
Nursery/Childcare Allowance (for fathers and mothers);
Incentive for studies;
Gym Pass.

Required skills

life insurance bachelor's degree products financial institution candidate experience medical insurance innovative solutions transportation allowance investments client retention dental insurance private pension plan exclusive discounts financial consulting consultative services food allowance gym pass lunch voucher extended maternity leave high-income clients personalized services remote channels counseling sales cpa20 certification gestão de carteira de clientes alta renda bonus based on results nursery/childcare allowance incentive for studies

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