Gerente PF II | Comercial in Brazil at Jobgether

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.

• 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.

• 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.

• 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.