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RELATIONSHIP MANAGER WEALTH MANAGEMENT

Rio de Janeiro - Rio de Janeiro

Descrição da oferta de emprego

Relationship Manager Wealth Management - Avaliamos detalhadamente as demandas e necessidades individuais de cada cliente e elaboramos soluções financeiras específicas, 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 proteção 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; Remuneração e Benefícios: Participação nos Lucros e Resultados (PLR); Auxílio Alimentação e Refeição; Seguro Saúde e Odontológico; Programa de Apoio Pessoal (EAP); Planos por adesão como Previdência Privada e Seguro de Vida. #J-18808-Ljbffr
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Detalhes da oferta

Empresa
  • Caderno Nacional
Localidade
Endereço
  • Indeterminado - Indeterminado
Data de publicação
  • 07/01/2025
Data de expiração
  • 07/04/2025
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