Relationship Manager Wealth Management
4 semanas atrás
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:
- Originar e administrar o relacionamento com clientes de alto patrimônio (UHNW), oferecendo conhecimento estratégico na alocação dos seus recursos e proteção do seu capital.
- Desenvolver e manter relacionamentos de longo prazo, oferecendo o melhor aconselhamento nos diferentes momentos de vida do cliente.
- Garantir as normas regulatórias e de Compliance no exercício da atividade.
- Estar constantemente atualizado sobre o cenário macro global, bem como oportunidades de mercado e produto.
- Trabalhar em parceria com outras áreas na busca de melhores soluções para os clientes.
Esperamos de você:
- Formação completa, preferencialmente em Administração, Engenharia e Economia.
- Sólida experiência em áreas de Wealth Management, Private Banking (UHNW) e/ou Family Offices.
- Desejável conhecimento em Investment Banking e Corporate.
- Conhecimento em mercado local e internacional.
- Excelente comunicação verbal e escrita e habilidade em trabalhar em equipe, além de alta capacidade de influência e relacionamento.
- CFP (mandatório).
- Inglês fluente.
Remuneração e Benefícios:
- Salário.
- Participação nos Lucros e Resultados (PLR).
- Auxílio Alimentação e Refeição.
- Seguro Saúde e Odontológico.
- Auxílio Creche/Babá.
- Vale Transporte.
- Gympass.
- Programa de Apoio Pessoal (EAP).
- 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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