Relationship Manager Wealth Management

4 semanas atrás


Recife, Brasil BTG Pactual Tempo inteiro

Relationship Manager Wealth Management na BTG Pactual

Localizações: São Paulo | Rio de Janeiro | Salvador | Recife | Fortaleza | Belo Horizonte | Brasília

Sobre a área: Referência no mercado Latino Americano, a área de Private Banking do BTG Pactual conta com uma das mais competentes e premiadas equipes em serviços de gestão patrimonial. Avaliamos detalhadamente as demandas e necessidades individuais de cada cliente e elaboramos soluções financeiras específicas, sempre alinhadas com as regras e parâmetros regulatórios de cada país.

Responsabilidades:

  1. Originar e administrar o relacionamento com clientes de alto patrimônio (UHNW), oferecendo conhecimento estratégico na alocação dos seus recursos e proteção do seu capital.
  2. Desenvolver e manter relacionamentos de longo prazo, oferecendo o melhor aconselhamento nos diferentes momentos de vida do cliente.
  3. Garantir as normas regulatórias e de Compliance no exercício da atividade.
  4. Estar constantemente atualizado sobre o cenário macro global, bem como oportunidades de mercado e produto.
  5. Trabalhar em parceria com outras áreas na busca de melhores soluções para os clientes.

Esperamos de você:

  1. Formação completa, preferencialmente em Administração, Engenharia e Economia.
  2. Sólida experiência em áreas de Wealth Management, Private Banking (UHNW) e/ou Family Offices.
  3. Desejável conhecimento em Investment Banking e Corporate.
  4. Conhecimento em mercado local e internacional.
  5. Excelente comunicação verbal e escrita e habilidade em trabalhar em equipe, além de alta capacidade de influência e relacionamento.
  6. CFP (mandatório).
  7. Inglês fluente.

Remuneração e Benefícios:

  1. Salário.
  2. Participação nos Lucros e Resultados (PLR).
  3. Auxílio Alimentação e Refeição.
  4. Seguro Saúde e Odontológico.
  5. Auxílio Creche/Babá.
  6. Vale Transporte.
  7. Gympass.
  8. Programa de Apoio Pessoal (EAP).
  9. Planos por adesão como Previdência Privada e Seguro de Vida.

Analista em Wealth Management (Daily Banker) na BTG Pactual

Localizações: Salvador | Recife | Fortaleza

Sobre a área: Referência no mercado Latino Americano, a área de Wealth Management do BTG Pactual conta com uma das mais competentes e premiadas equipes em serviços de gestão patrimonial.

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