Senior Wealth Management Professional

Há 6 dias

São Paulo, São Paulo, Brasil beBeeWealth Tempo inteiro R$80.000 - R$120.000

**Senior Wealth Management Professional**

We are seeking a seasoned Senior Wealth Management Professional to join our team. As a key member of our advisory office in Brazil, you will be responsible for managing a portfolio of high net worth clients and providing tailored financial solutions.

About the Role:

  • Manage a portfolio of ultra-high net worth (UHNW) onshore clients with a ticket size of above USD 5 MM.
  • Advise clients on the benefits of international private banking and offshore booking capabilities.
  • Develop business through networking and referrals, expanding the presence of the office in Brazil.
  • Stay informed of market changes and trends to offer bespoke services to clients, meeting their long-term financial goals.

Key Qualifications:

  • A proven track record of business development or client acquisition.
  • International financial investment experience outside of deposits, cash, or loan allocation.
  • Brokerage license or equivalent.
  • Fluency in English or Spanish; any other language is a bonus.

Benefits:

This role offers a unique opportunity to grow your connections in Brazil while utilizing the bank's platform. You will work closely with clients on both advisory and discretionary mandates, staying up-to-date on market changes and trends. The ideal candidate will have a hunter mentality and a strong ability to develop business and build relationships.

About Us:

We are a leading provider of search solutions for the international private banking and wealth management markets. With coverage of a wide range of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses, we offer tailored search solutions in a changing industry.

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