Wealth Portfolio Manager

2 semanas atrás


Mato Grosso, Brasil beBeeFinancial Tempo inteiro R$160.000 - R$320.000
Job Overview

We are seeking a detail-oriented professional to manage client wealth and provide exceptional service.

  • Assist in collecting and organizing KYC/AML documentation, ensuring compliance with regulations.
  • Help set up new client accounts and input information into systems.
  • Prepare and organize client agreements, forms, and reporting documentation.
  • Monitor and track client portfolio performance, updating data for internal analysis.
  • Compile trade blotters and provide accurate record-keeping of transactions.
  • Assist in preparing data and analysis for portfolio rebalancing and asset allocation adjustments.
Key Qualifications:
  • Degree in Finance, Business Administration, or related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other software applications.


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