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BTG Pactual · 2 weeks ago

Wealth Management Relationship Manager - Miami

Miami, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

BTG Pactual is a distinguished international financial services firm headquartered in Brazil, and they are currently seeking a talented Relationship Manager to join their team based in Miami, FL. The role involves leveraging interdisciplinary expertise to provide sophisticated financial solutions to clients, fostering relationships, and generating tailored investment ideas.

Asset ManagementBankingFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

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

Qualification

Financial markets knowledgeOffshore investment structuringPershing Netx360 proficiencyAccount opening processesRegulatory examinationsBachelor’s degreeClient relationship managementSpanish language

Required

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 to support portfolio analysis and asset allocation

Knowledge of the account opening processes for US Broker Dealers

Expertise in structuring, opening, and maintaining offshore investment vehicles tailored to clients outside the United States

Proficiency with Pershing Netx360

Regulatory Examinations: Mandatory SIE and Series 7. Series 66 must be taken within 90 days of hire

Languages: Spanish (must have)