Assistant Relationship Manager
5 meses atrás
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
YOUR CHALLENGE
PRINCIPAIS DESAFIOS DA POSIÇÃO :
Envio de rotinas semanais/mensais para cliente - extrato mensal, relatórios DCBE Atender as demandas de cliente com relação aos resgates pontuais Realizar boletagens de movimentações onshore e offshore solicitadas pelo Account Manager Solicitação de kit e acompanhamento de vencimento de recadastramento de cliente Solicitação padronizada de eventos societários Interface com as áreas operacionais para resolução de problemas Interface com a mesa de operações para a execução de ordens Confecção de planilhas gerenciais com informações de clientes para área
YOUR PROFILE
PRINCIPAIS REQUISITOS:
Superior Completo em Engenharia, Administração de Empresas, Economia ou cursos relacionados. Experiência na área Comercial do Mercado Financeiro, preferencialmente em Family Office Inglês Intermediário para Avançado Desejável Certificação CPA-20 Conhecimento de matemática financeira Conhecimentos sólidos no Pacote Office, principalmente Excel Desejável conhecimento generalista de investimentos e estruturas onshore e offshoreWe are looking forward to receiving your full job application through our online application tool.
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