What are the responsibilities and job description for the Relationship Manager – Private Banker position at BTG Pactual?
Relationship Manager (RM) – Private Banker (Miami, FL)
By submitting this application, I agree to share the information above. Your information will only be used to evaluate the application process and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.
- Leverage and coordinate investor, lending, wealth advisor, and product specialists to provide interdisciplinary expertise for sophisticated clients.
- Coordinate commercial facets of role including fostering relationships with clients. Build relationships and partner with internal support groups to maintain control, find solutions, resolve issues, leverage capabilities, and share expertise and best practices.
- Identify prospects and establish contact to convert them into clients.
- Assist clients in achieving broad financial/investment goals related to the creation and management of wealth and demonstrate an in-depth understanding of their businesses and sources of wealth generation.
- Foster an environment of constant feedback, continuous improvement, and adaptative behavior by providing guidance to junior staff.
- Generate investment ideas for clients to develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Conduct periodic reviews of investment performance and suitability for client accounts, updating substantial changes in client profiles, such as changes in sources of wealth, financials, risk objectives, investment constraints.
- Execute asset trade orders (equity/bonds/mutual and alternative funds/FX) in collaboration with trade desk.
- Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
- Prepare plans of action for investment based financial analyses and assessing the suitability of Brazilian and Latin American equity financial products.
- Research fixed income instruments, stocks, ETFs, trends and other trading opportunities of interest to specific regions.
- Evaluate data such as price, yield, and future financial and economic trends affecting the relative quality of various securities in each industry to develop economic/ financial indicators.
- Bachelor’s degree in Economics, Business Administration, Finance, similar field, or any engineering concentration and two years of experience in the Financial Industry.
- Knowledge of financial markets in US and Brazil to support portfolio analysis and asset allocation.
- Knowledge of the account opening processes for US Broker Dealers and LATAM domestic markets.
- Expertise in structuring, opening, and maintaining offshore investment vehicles tailored to clients outside the United States.
- Proficiency with Pershing Netx360 and VBA.
- Will sponsor for SIE/Series 7/63 exams if not already licensed.
By submitting this application, I agree to share the information above. Your information will only be used to evaluate the application process and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.
