Relationship Manager en BTGPactual International

Relationship Manager (Miami, FL)

Generate tailor-made solutions for clients related to financial planning, global asset allocation, managed portfolios, brokerage accounts and wealth planning. Coordinate client acquisition and retention leveraging knowledge of investment solutions, financial planning, trust structures, and product offerings. Help clients navigate global financial markets and build their international portfolios. Meet with high-net-worth clients to review portfolios and outlooks, leveraging knowledge of markets to outline potential impacts of various economic scenarios. Coordinate the sale of investment products, such as fixed income, equities, hedge funds, mutual funds, and alternative investments. Explain complex investment concepts to clients including asset allocation, portfolio management, brokerage accounts, structured notes, leverage solutions, and periodic portfolio review to examine local and offshore investments. Collaborate with specialists from different departments to provide interdisciplinary expertise for each client, depending on needs and objectives. Create partnerships for collaboration and support between the US unit and BTG’s offices in Brazil.

Requirements:

• Bachelor’s degree in economics, business, finance or any engineering concentration and two years of experience in private banking and wealth management.
• Experience with wealth management involving UHNW individuals and families in Brazil.
• Experience in client acquisition and portfolio management.
• Experience structuring, opening, and maintaining offshore investment vehicles tailored to clients outside the United States.
• Employer will sponsor for Series 63 and 7 if not already licensed.
• 5% international travel within South America region.

Job location:                     BTG Pactual US Capital LLC, 200 S Biscayne Blvd, 55th Floor, Miami, FL 33131

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