High Net Worth Relationship Manager

2 semanas atrás


Belo Horizonte, Minas Gerais, Brasil beBeeRelationship Tempo inteiro R$55.000 - R$85.000

Job Opportunity: High Net Worth Relationship Manager

We are seeking an experienced and skilled professional to join our Client Service function as a High Net Worth Relationship Manager. In this role, you will be responsible for fostering strong relationships with high net worth clients in Brazil and LATAM.

Main Responsibilities:

  • Client Portfolio Management: Manage a portfolio of high net worth clients, providing exceptional customer service and ensuring their needs are met.
  • Rapport Building: Develop rapport through frequent communication with existing clients, understanding their goals and objectives.
  • Cross-Selling and Upselling: Identify opportunities to offer additional services to clients, driving revenue growth and expanding the client base.
  • Stakeholder Liaison: Collaborate with various stakeholders from different departments to provide optimal service solutions and customer experience.

Qualifications and Skills:

  • At least 4–7 years of experience in sales and client services with an international financial background;
  • Experience working with institutional clients, private banking customers, brokers, futures institutions, or commercial banks;
  • Strong communication and writing skills; ability to negotiate and close deals;
  • Proficient in Portuguese (written and spoken), with working knowledge of English; Spanish would be a plus;
  • Able to work under pressure and tight deadlines while maintaining strong multi-tasking skills.

About the Role:

This is a unique opportunity to join a dynamic team and make a meaningful contribution to the success of our clients. If you have a passion for building strong relationships and driving business growth, we encourage you to apply.

Key Attributes:

  • Results-driven and goal-oriented individual;
  • Excellent communication and interpersonal skills;
  • Ability to build trust and rapport with clients;
  • Strong analytical and problem-solving skills;
  • Flexibility and adaptability in a fast-paced environment.

What We Offer:

In return for your hard work and dedication, we offer a competitive compensation package, including:

  • Base salary and performance bonuses;
  • Comprehensive benefits package;
  • Ongoing training and development opportunities;
  • Opportunity to work with a diverse team of professionals;
  • Recognition and rewards for outstanding performance.


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