Gerente PF II | Comercial

Jobgether; Brasil; Presencial; BRL 120 000 - 180 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health and dental insurance

Gympass access

Meal/Mobility/Remote work allowance

Extended parental leave

Family support

Resumo da oferta

Jobgether is partnering with a company in Brazil to recruit a Gerente PF II | Comercial. This role focuses on managing a portfolio of individual clients within a fast-paced financial services environment, combining consultative relationship management with delivering personalized financial guidance.

You will build long-term relationships, understand client goals and financial profiles, and identify opportunities to propose tailored solutions aligned with each client’s journey.

Qualificações

• Bachelor’s degree or equivalent higher education qualification.
• C-PRO-R and C-PRO I certifications are mandatory.
• Commercial experience in financial services is preferred.
• Experience with banking products and financial investment solutions.
• Strong understanding of the financial market and economic indicators.
• Results-oriented with a focus on targets and client relationships.
• Excellent communication and relationship-building skills, with a consultative approach.
• CEA certification is a desirable extra qualification.

Responsabilidades

• Accountable for managing a portfolio of individual customers and growing relationships.
• Apply consultative relationship management to understand client profiles and needs.
• Identify opportunities and propose suitable financial solutions.
• Monitor market trends to inform recommendations.
• Maintain strong commercial performance and targets.
• Foster customer retention and portfolio growth.

Conhecimentos

Relationship management

Client communication

Market analysis

Sales orientation

Financial product knowledge

Problem solving

Formação académica

Bachelor’s degree

C-PRO-R

C-PRO I

CEA

Descrição da oferta de emprego

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Gerente PF II | Comercial based in Brazil.

This is an opportunity to manage and grow a portfolio of individual customers within a fast-paced financial services environment. The role combines consultative relationship management, commercial performance, and personalized financial guidance. You will build long-term relationships with clients by understanding their goals, needs, and financial profiles. Acting as a trusted point of reference, you will identify opportunities and recommend solutions aligned with each customer’s journey. The position requires strong knowledge of financial products, investments, and economic trends to support high-value conversations. Success will be measured through consistent commercial results, customer retention, and the quality of the relationships you build.

Accountabilities:

• Client Portfolio Management: Manage a portfolio of individual customers, developing long-term relationships and serving as a trusted reference for financial solutions.
• Consultative Relationship Management: Build a deep understanding of each customer’s profile, financial objectives, and needs to provide relevant and personalized recommendations.
• Opportunity Identification: Proactively identify opportunities within the customer base, anticipating evolving needs and proposing solutions aligned with each client’s financial situation and stage of life.
• Market Analysis: Monitor economic conditions, financial indicators, and market trends to strengthen recommendations and provide customers with informed perspectives.
• Commercial Performance: Work with a strong results orientation, pursuing established targets and delivering consistent, measurable commercial outcomes.
• Customer Retention and Growth: Strengthen engagement and loyalty across the portfolio by creating a relationship based on trust, relevance, and continuous value.

Requirements

• Certifications: C-PRO-R and C-PRO I certifications are mandatory for the role.
• Education: Bachelor’s degree or equivalent higher education qualification.
• Commercial Experience: Previous experience in commercial activities and customer relationship management, ideally within financial services.
• Financial Products: Experience with banking products and financial investment solutions, with the ability to understand and position offerings according to customer needs.
• Market Knowledge: Strong understanding of the financial market and the ability to interpret economic scenarios and indicators.
• Results Orientation: Commercial mindset with a strong focus on achieving targets, developing customer relationships, and identifying opportunities.
• Consultative Approach: Excellent communication and relationship-building skills, with the ability to understand customer objectives and translate them into appropriate financial recommendations.
• Preferred Qualification: CEA certification is considered a desirable additional qualification.

Benefits

• Health and Well-being: Medical and dental assistance, life insurance, and access to a support program offering legal, social, psychological, and financial assistance for employees and their families.
• Fitness: Partnership with Gympass, providing access to fitness and wellness services.
• Food, Mobility, or Remote Work Allowance: Flexible allowance provided through a widely accepted credit card, covering meal/food and mobility or telework expenses according to the employment contract.
• Extended Parental Leave: Extended maternity leave of up to 6 months and paternity leave of 20 days.
• Family Support: Pregnancy and return-to-work support through a dedicated program, plus childcare assistance for eligible employees, including fathers with unilateral or shared custody.
• Performance Recognition: Participation in the company’s profit‑sharing program (PPR), recognizing employee and business results.
• Work Arrangement: On-site position based in São Paulo, Brazil.
• Employment Type: Full-time opportunity.