Gerente PF II | Comercial

Jobgether; Brasil; Presencial; BRL 150 000 - 230 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical and dental assistance

Life insurance

Meal allowance

Mobility or telework allowance

Extended maternity leave

Extended paternity leave

Family support program

PPR participation

Full-time, onsite in São Paulo

Resumo da oferta

Jobgether, on behalf of our partner in Brazil, seeks a Gerente PF II | Comercial based in São Paulo. You will manage a portfolio of individual clients, building trusted relationships and delivering tailored financial solutions.

This onsite, full-time role emphasizes consultative selling, client retention, and portfolio development across banking and investment products. Strong market awareness and a proactive, results-driven mindset are required to succeed.

Qualificações

• Bachelor degree or equivalent in a related field.
• Mandatory C-PRO-R and C-PRO I certifications.
• Experience in commercial activities and customer relationship management.
• Experience with banking and financial products, especially investments.
• Strong knowledge of financial markets and ability to interpret scenarios.
• Proven commercial orientation with target-driven results.
• Excellent communication and relationship-building skills.

Responsabilidades

• Manage a portfolio of individual clients, building long-term relationships.
• Understand client profiles and provide personalized financial recommendations.
• Identify opportunities and propose appropriate banking/investment products.
• Maintain client engagement, aiding acquisition, retention and portfolio growth.
• Provide consultative guidance based on client circumstances and objectives.
• Monitor market conditions to support informed client recommendations.
• Build trust through transparent, value-driven interactions.
• Work toward defined commercial objectives with measurable results.
• Monitor portfolio performance and expand use of financial solutions.

Conhecimentos

Client relationship management

Consultative selling

Portfolio management

Strong communication

Formação académica

Bachelor’s degree or equivalent higher education qualification

C-PRO-R certification

C-PRO I certification

CEA certification desirable

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 role focuses on building trusted, long-term relationships with individual clients through a consultative approach to financial solutions. You will manage a portfolio of clients, understand their financial goals and circumstances, and recommend products aligned with their needs. The position combines commercial performance with a strong emphasis on customer experience, retention, and portfolio development. You will use your knowledge of financial markets, economic trends, and investment products to provide relevant and informed guidance. Success in the role requires a strong results orientation, proactive opportunity identification, and the ability to become a trusted financial reference for clients. This is an onsite, full-time opportunity based in São Paulo, offering exposure to a broad portfolio of personal financial products and services.

Accountabilities

• Manage a portfolio of individual clients, building long-term relationships and serving as a trusted reference for financial solutions.
• Develop a deep understanding of each client’s profile, financial objectives, needs, and stage of life to provide personalized recommendations.
• Identify opportunities within the client portfolio by anticipating needs and proactively proposing products and solutions that are appropriate to each customer.
• Maintain strong client engagement and contribute to customer acquisition, retention, satisfaction, and long-term portfolio development.
• Provide consultative guidance across relevant banking, investment, and financial products based on each client’s circumstances and objectives.
• Monitor economic conditions, financial indicators, market trends, and relevant developments to support informed client recommendations.
• Build trust through consistent, transparent, and value-driven interactions with clients.
• Work toward defined commercial objectives and deliver consistent, measurable results.
• Monitor portfolio performance and identify opportunities to strengthen relationships and expand the use of appropriate financial solutions.

Requirements

• Bachelor’s degree or equivalent higher education qualification.
• Mandatory C-PRO-R and C-PRO I certifications.
• Previous experience in commercial activities and customer relationship management.
• Experience with banking and financial products, particularly investment solutions.
• Strong knowledge of financial markets and the ability to interpret economic scenarios and market indicators.
• Demonstrated commercial orientation, with a strong focus on achieving targets and measurable results.
• Strong consultative selling and relationship-building skills, with the ability to understand customer needs and translate them into appropriate financial solutions.
• Excellent communication and interpersonal skills, with the ability to establish credibility and trust with clients.
• Proactive and opportunity-oriented mindset, with strong portfolio management and customer retention capabilities.
• Ability to stay informed about market developments and use relevant insights to support client recommendations.
• CEA certification is desirable.

Benefits

• Medical and dental assistance.
• Life insurance.
• Access to a support program providing legal, social, psychological, and financial assistance for employees and their families.
• Gympass partnership and access to wellbeing-related benefits.
• Food and meal allowance options.
• Mobility or telework allowance, depending on the employment contract.
• Extended maternity leave of up to 6 months.
• Extended paternity leave of 20 days.
• Pregnancy and post-maternity support through the dedicated family program.
• Childcare assistance following maternity leave, including support for eligible fathers with unilateral or shared custody.
• Participation in a results-sharing program (PPR).
• Full-time, onsite work arrangement in São Paulo.
• Opportunity to work with a broad ecosystem of personal financial products and services serving millions of customers.

How Jobgether Works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best! Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.