Global Asset Manager Relationship Development Specialist

Há 3 dias

São Paulo, São Paulo, Brasil beBeeRelationship Tempo inteiro R$382.000 - R$497.500

About this role

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We are seeking a Relationship Manager to join our team. The ideal candidate will be responsible for cultivating and maintaining strong relationships with asset managers.

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This role requires excellent communication skills, a strong commitment to delivering exceptional client service, and the ability to understand clients' specific needs.

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The successful candidate will have a proven track record of success in a client-facing role within the financial services industry, preferably in asset management or private banking.

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Key Responsibilities

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  • Develop and maintain relationships with asset managers and family offices globally. \
  • Proactively communicate with clients on a regular basis to provide updates on account activity and market insights. \
  • Collaborate with internal teams to deliver seamless and integrated banking solutions. \
  • Identify and pursue cross-selling opportunities by recommending additional banking products and services. \
  • Resolve client inquiries, concerns, and issues effectively. \
  • Stay abreast of industry trends and regulatory changes to anticipate clients' future needs. \
  • Prepare and present client reviews, reports, and performance summaries. \
  • Contribute to the continuous improvement of client relationship management strategies and processes.
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Requirements

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  • Bachelor's degree in marketing, finance or business administration with 7+ years' experience in sales. \
  • Motivated self-starter and self-learner comfortable working in a dynamic environment. \
  • Strong knowledge of investment products and financial markets. \
  • Excellent interpersonal skills with the ability to build and maintain long-term relationships with high-net-worth individuals and institutional clients. \
  • Exceptional communication and presentation skills. \
  • Solid problem-solving and analytical skills. \
  • Proficient in using CRM systems and other tools to manage and track client interactions. \
  • Ability to travel for extended periods at short notice. \
  • Fluent in English and Spanish both verbal and written. \
  • Proficient in Portuguese with a strong understanding of Latin American culture, markets, and business practices.
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Benefits

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  • No income tax in the Cayman Islands. \
  • Competitive salary ranging from $62,508 - $84,036 per annum. \
  • Relocation assistance available.
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About the company

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We are an industry-leading institutional banking provider delivering banking solutions to the asset management industry on a global scale. Our specialized banking services cater to the unique needs of asset managers, with a focus on delivering personalized solutions to help them achieve their financial goals. Join us and play a crucial role in building strong relationships with clients in this dynamic and thriving industry.

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