relationship manager

RELATIONSHIP MANAGER

SAO PAULO, BRAZIL

Location: Sao Paulo, Brazil.

Hours: Fulltime, 40 hours per week.

Who we are:

Corpag is a dynamic and international boutique trust and corporate services provider. Our goal is to remain relatively small-scaled, so that we can continue to distinguish ourselves with the personal services we offer to our clients.

Though legislation varies in different countries, Corpag's ethical code is strict and equal worldwide. We are very happy to help companies and private individuals that are, just like us, entrepreneurial, transparent and earn their money in a sustainable and responsible manner. We are here to optimize their business and be part of their success.

At Corpag we put high emphasis on our ESG policy, by always focusing on people and the environment, in anything we do. This drives us making clear and transparent choices on the industries and clients we want to work with. As we have been a successful and healthy company for over 50 years and as making money is not our main goal, we are in a privileged position of being selective in which type of client we want to work with.

The Relationship Manager will be part of our Brazil team. The Brazil team is a cross-functional team with different backgrounds and diverse skills and perspective, handling challenges for our Brazil client portfolio, working closely together with multiple of our on- and offshore jurisdictions worldwide.

How we see you:

As a Relationship Manager, you will have the opportunity of representing Corpag towards clients and you will play a crucial role within the private and corporate client sector in Brazil. You will be entrusted with maintaining close relationships for the company with existing referral partners (feeders) and clients and ensuring legal good standing for the corporate and private structures of our clients.

Your key tasks and responsibilities are:

·      
Client Relationship Management:

Build and maintain strong relationships with high-net-worth individuals, family offices, corporate clients, and intermediaries, ensuring trust and long-term engagement. Identify and pursue new business opportunities with a focus on existing clients and intermediaries such as lawyers and tax advisors.

·      
International Structuring:

Manage clients' international structures (trusts, foundations, companies) tailored to their wealth planning, asset protection, and tax optimization needs, while liaising with legal, tax, and fiduciary professionals internally and externally across jurisdictions to implement and manage these international structures effectively.

·      
Regulatory Compliance & KYC:

Ensure full compliance with Brazilian and international regulations, including thorough Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.

·      
Client Onboarding:

Manage the onboarding process for new clients, including documentation, due diligence, and coordination with internal teams and offshore offices.

·      
Portfolio Oversight:

Monitor and review client portfolios and structures regularly to ensure they remain compliant, efficient, and aligned with client goals.

·      
Reporting & Documentation:

Prepare regular reports, meeting notes, and file reviews for clients and internal stakeholders, ensuring transparency and accountability.

·      
Internal Collaboration:

Work closely with global legal, finance and compliance teams to deliver seamless service and resolve client issues.

We offer a varied job in an international boutique style company with an informal culture. Continuous training (tax, legal, AML and soft skills) will be part of the job and opportunities are there to develop further, in Brazil or perhaps in one of Corpag's other international offices in due course under our internal Global Mobility Program.

What you should (ideally) bring:

Ideally, you bring the following experience and interests with you:

• Legal background (university degree);
• 3+ years of experience in professional services, preferably in a Trust Company, Private Bank, Multi Family Office or accountancy or law firm;
• Proven ability to communicate clearly and convincingly, verbally and in writing, at all levels of the organization and externally. Within Corpag the main professional language is English. Fluency is Portuguese and English is required.
• Initiative-driven, solution-oriented mindset with a focus on accurate knowledge sharing, with demonstrated capability to plan and manage resources effectively.

What we value:

He who does not advance, goes backwards. And going backwards is not the way to go at Corpag. We want to go forward. Grow. Spread our wings. Safeguarding our existence while looking ahead. That also entails planning ahead.

At Corpag we attach great value to the competences of our employees. We expect you are familiar with our shared priorities and that you are strongly working together with others. You are a specialist in your area of expertise. A constant focus on integrity is part of everything we do.

What we offer:

Chance to be part of a steadily growing global organization with the highest ESG and fiscal integrity standards in our industry.

An organization with a true 'one firm'-approach worldwide, ensuring an inclusive workspace with a diverse team of young, knowledgeable and high-achieving colleagues.

Excellent growth and advancement opportunities and a working environment that stimulates learning and development, amongst others by having our internal education program, Corpag Academy.

Transparency and flexibility throughout the entire organization, thanks to a flat organizational structure with an always open-door policy.

Of course, competitive salary conditions and benefits, tailor-made for you, complemented by continuous attention for employee well-being.

Working in an office located in the financial center of Sao Paolo, Brazil.

Interested?

For more information on Corpag, please visit our website:

. For any questions on this vacancy, please reach out to our Managing Director in Brazil, Norberto Martins (

).