Relationship Manager

Há 6 dias

Rio de Janeiro, Rio de Janeiro, Brasil Yubi Group Tempo inteiro
About the Job

The Relationship Manager-Wealth is a key role at Yubi Group, responsible for building and maintaining strong relationships with high-net-worth individuals. This involves understanding their financial goals and objectives, and delivering tailored solutions to meet their needs.

Key Responsibilities
  • Acquire and build relationships with high-net-worth individuals to understand their financial goals and objectives.
  • Demonstrate expertise in wealth management products, including debentures, alternative investment funds, and portfolio management services.
  • Educate clients on the features, benefits, and risks associated with various wealth management products.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • Achieve revenue targets and contribute to the overall growth of the private wealth management business.
  • Conduct thorough due diligence on investment products and providers to mitigate risks.
  • Maintain accurate records of client interactions and transactions in accordance with compliance standards.
  • Conduct and assist in organizing seminars, workshops, and other business development activities.
Requirements
  • Graduate or Master's degree in finance, business administration, or a related field preferred with prior experience working in a private bank or wealth management setup.
  • Proven track record of building and managing relationships with high-net-worth individuals (minimum of 3 years).
  • Strong understanding of wealth management products, debentures, AIFs, and PMS.
  • Excellent communication skills and a track record of achieving targets and incentives.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

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