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Relationship Manager Wealth Management
2 semanas atrás
Relationship Manager Wealth Management
na BTG Pactual São Paulo | Rio de Janeiro | Salvador | Recife | Fortaleza | Belo Horizonte | BrasíliaSobre a área:
Referência no mercado Latino Americano, a área de Private Banking do BTG Pactual conta com uma das mais competentes e premiadas equipe em serviços de gestão patrimonial. Avaliamos detalhadamente as demandas e necessidades individuais de cada cliente e elaboramos soluções financeiras especificas, sempre alinhadas com as regras e parâmetros regulatórios de cada país.
O Private Banker tem como principal responsabilidade originar e administrar o relacionamento com clientes de alto patrimônio renda (UHNW), oferecendo a eles conhecimento estratégico na alocação dos seus recursos e proteçao do seu capital. Além disso, busca sempre desenvolver e manter relacionamentos de longo prazo, oferecendo desta forma o melhor aconselhamento nos diferentes momentos de vida do cliente.
No seu dia a dia:
Desenvolver e manter o relacionamento com os clientes através da busca das melhores soluções financeiras; Oferecer um serviço de qualidade e de forma personalizada; Garantir as normas regulatórias e de Compliance no exercício da atividade; Estar constantemente atualizado sobre cenário macro global, bem como oportunidades de mercado e produto; Trabalhar em parceria com outra áreas na busca de melhores soluções para os clientes.Esperamos de você:
Formação completa, preferencialmente em Administração, Engenharia e Economia; Sólida experiência atuando em áreas de Wealth Management, Private Banking (UHNM) e/ou Family Offices; Desejável conhecimento em Investment Banking e Corporate; Conhecimento em mercado local e internacional; Excelente comunicação verbal e escrita e habilidade em trabalhar em equipe, além de alta capacidade de influência e relacionamento; CFP (mandatório); Inglês fluente.Remuneração e Benefícios:
Salário; Participação nos Lucros e Resultados (PLR); Auxílio Alimentação e Refeição; Seguro Saúde e Odontológico; Auxílio Creche/Babá; Vale Transporte; Gympass; Programa de Apoio Pessoal (EAP)Planos por adesão como Previdência Privada e Seguro de Vida.
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