Client Services WM Assistant (Brazil Team)

About The Company

BTG Pactual is a distinguished international financial services firm headquartered in Brazil, boasting a global presence and over 25 years of experience in the industry. To learn more about our company, visit www.btgpactual.com. We are currently seeking a talented Client Services WM Assistant to join our team based in Miami, FL.

Key Responsibilities

• Support Relationship Managers with administrative tasks, client analysis, and day-to-day account management.
• Coordinate with internal teams (Onboarding, Middle Office, Back Office, Legal, Compliance, Asset Managers) to ensure efficient operations and an enhanced client experience.
• Manage and process client instructions, including wires, ACH, journals, DTC transfers, ACAT and non-ACAT transfers, ensuring full compliance with firm policies.
• Execute trade orders (equities, fixed income, options, FX) with the trading desk as well as processing trades with internal systems.
• Serve as a primary point of contact for internal and external communication, delivering high-quality client service and fostering long-term relationships.
• Assist clients in achieving their financial and investment objectives, including portfolio construction, asset allocation, and liquidity planning.
• Generate investment ideas and collaborate with investment teams to deliver tailored solutions aligned with client needs and risk profiles.
• Monitor macroeconomic, industry, and market developments to support investment recommendations.
• Conduct periodic portfolio reviews, ensuring suitability and updating client profiles (e.g., financial situation, risk tolerance, source of wealth).
• Support the structuring and maintenance of offshore investment vehicles for international clients.
• Identify and develop new business opportunities, including prospecting and client acquisition.
• Maintain a high standard of accuracy, organization, and attention to detail in all tasks.
• Contribute to a culture of continuous improvement, feedback, and mentorship of junior team members.
  
  

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, Engineering, or a related field.
• Minimum of 2 years of experience in the financial services industry.
• Strong knowledge of financial markets, portfolio construction, and asset allocation.
• Familiarity with U.S. broker-dealer account opening processes and regulatory requirements.
• Experience with offshore structures and investment vehicles for non-U.S. clients.
• Proficiency in Pershing NetX360.
• Understanding of trade execution processes across multiple asset classes (equities, fixed income, funds, FX).
• Strong operational knowledge of money movements (wires, ACH, DTC, ACAT transfers).
• Excellent communication and client service skills, with the ability to manage internal and external stakeholders.
• Ability to multitask, prioritize, and work in a fast-paced environment with attention to detail.
• Regulatory licenses: SIE and Series 7 required; Series 66 to be obtained within 90 days of hire.
• Fluency in Portuguese (required); Spanish is a plus.
  
  

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