
Wealth Management Associate
Há 12 horas
COMPANY DESCRIPTIONVO2 Capital is a boutique multi-family office specializing in real estate-focused wealth management solutions for emerging market investors in Brazil and the United States. Founded in 2019, we pride ourselves on transparency and alignment with our clients, co-investing in every opportunity we recommend. Our investment philosophy emphasizes research, value investing, and wealth preservation, aiming to deliver consistent risk-adjusted returns.THE ROLEThe Wealth Associate is a client facing position with extensive responsibilities in portfolio administration, execution and client management. The ideal candidate will be highly organized, detailed oriented and will possess great communication skills.RESPONSIBILITIESTrack investment performance across client portfoliosCommunicate portfolio metrics clearly to VO2 Management and clients.Manage Capital Calls and Portfolio OperationsExecute and confirm trades as directed by advisors, ensuring timely and accurate settlement.Assist in
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Wealth Management Associate
4 semanas atrás
São Paulo, São Paulo, Brasil VO2 Capital Tempo inteiroCOMPANY DESCRIPTIONVO2 Capital is a boutique multi-family office specializing in real estate-focused wealth management solutions for emerging market investors in Brazil and the United States. Founded in 2019, we pride ourselves on transparency and alignment with our clients, co-investing in every opportunity we recommend. Our investment philosophy emphasizes...
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Estágio - Wealth Management
Há 21 horas
São Paulo, São Paulo, Brasil Blackbird Co. Tempo inteiroA BlackbirdCo. é uma empresa brasileira de atuação global com foco no desenvolvimento de produtos sofisticados e estruturados nas áreas de Crédito, Corporate, Offshore, Asset, Wealth Management e Advisory.Somos uma companhia de investimentos que acredita na alta qualidade técnica dos profissionais, mentalidade de dono e transparência como pilares para...
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Global Wealth Management Intern
4 semanas atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- 325629BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Do you have an eye for details? Are you interested in Wealth Management area? Do you want to develop your organization and problem-solving skills?We're looking for an intern to:- support on daily...
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Wealth Management Intern
1 semana atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Client advisory / Relationship management- Global Wealth Management**Job Reference #**- 320675BR**City**- Sao Paulo**Job Type**- Part Time**Your role**- Are you communicative and want to develop your knowledge about investments in the local and international market? Do you want to work in a Multi-Family Office?We are looking for an intern to:-...
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Senior Wealth Management Professional
2 semanas atrás
São Paulo, São Paulo, Brasil beBeeWealth Tempo inteiro R$80.000 - R$120.000**Senior Wealth Management Professional**We are seeking a seasoned Senior Wealth Management Professional to join our team. As a key member of our advisory office in Brazil, you will be responsible for managing a portfolio of high net worth clients and providing tailored financial solutions.About the Role:Manage a portfolio of ultra-high net worth (UHNW)...
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Wealth Management Intern
4 semanas atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Client advisory / Relationship management- Group Functions**Job Reference #**- 308555BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you a communicative person who would like to help us to enhance our client experience?We're looking for a Client Manager to:- assist client daily requests in an agile and efficient manner- control the...
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Wealth Management Operations Intern
3 semanas atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Operations- Global Wealth Management**Job Reference #**- 260893BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?- We are looking for an intern to help with the following:- be responsible to input the client's...
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Estágio Em Wealth Management
Há 20 horas
São Paulo, São Paulo, Brasil Nomos - Melhores Investidores Tempo inteiroA** Gestora Itaúna**possui um papel fundamental para a companhia, visto que possui o objetivo de entregar uma experiência profissional na área de **Wealth Management** exclusiva ao cliente finalFundada em 2023, a Itaúna Capital nasceu dentro do Grupo Nomos com o propósito de ser uma gestora independente que fornece suporte ao grupo nas áreas de gestão...
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São Paulo, São Paulo, Brasil Delta Executive Search Tempo inteiroHunter Relationship Manager - Global Bank - Brazil Wealth Management - Sao PauloOur client, a prestigious Global Bank, is seeking an experienced Hunter Relationship Manager to drive client acquisition and portfolio growth from the Brazilian private banking market for the Wealth Management division of the bankThe ideal candidate must come from a leading...
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Temporary - Client Lifecycle Management (Wealth
1 semana atrás
São Paulo, São Paulo, Brasil UBS Tempo inteiroBrazil- Business management, administration and support- Group Functions**Job Reference #**- 294983BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you an analytical person? Would you like to help us enhance our client experience, now and for the future?- We're looking for a analyst to:- You will assist in onboarding and quality assurance...