Relationship Officer | Private Wealth Management LatAm Position Available In Miami-Dade, Florida
Tallo's Job Summary: The Relationship Officer position with Private Wealth Management LatAm requires a Bachelor's Degree in Business, Finance, or related field, with a Master's preferred, and 5 years of experience in Banking or Finance. The role involves supporting private banking initiatives, managing client portfolios, and providing client presentations. Fluency in English and Spanish is required, with Portuguese as a plus. Series 7 license preferred.
Job Description
Only Candidates with US Work Authorization will be considered.
Scope of Responsibilities:
Private Banking and Institutional Relationship Management Support:
Responsible for providing support to Bradesco’s LATAM Private Banking Division to further client initiatives. Coordinate new account openings and help answer client-related questions. Understand the risk profile and overall asset allocation of our client base. Communicate and provide support to clients about their portfolios and online access. Serve as primary back-up to LATAM private bankers for order execution.
Client Presentations and Review of Client Portfolios:
Review asset allocation of portfolios vs. investment guidelines, including monitoring of existing positions. Assist in the development of customized proposals. Perform client documentation reviews to ensure all records are up-to-date.
Qualifications:
Demonstrated interest and knowledge of investing and financial, economic and global capital markets Strong quantitative background Strong analytical, writing, communication and presentation skills Very detail oriented and meticulous Highly organized individual able to manage multiple tasks in a fast-paced environment Strong client focus and relationship management skills Creative approach to problem solving with good business acumen Commitment to excellence and high integrity Team player with entrepreneurial spirit with a collaborative, interpersonal style Highly motivated and enthusiastic individual Strong knowledge of Latin American markets, particularly the Central American and Caribbean markets
Education and Experience:
College Degree, concentration in Finance and/or Economics. Masters preferred. 5 years of experience in Banking, Finance, or related fields.
Language:
Speak, read, and write English and Spanish fluently. Conversational Portuguese preferred.
Education:
Bachelor’s Degree in Business, Finance, Accounting or related field. Master’s in Finance or Business Administration is considered a plus.
Licenses:
Series 7 preferred •; Series 63/65 or 66 considered a plus Equal Opportunity/Affirmative Action Employer, M/F/V/D Search for this job, NO
EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS
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