Relationship Manager Assistant | Latam
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 Relationship Manager Assistant to join our team based in Miami, FL.
As a Relationship Manager Assistant for the Latam Desk, you will play a vital role in supporting our relationship managers and assisting with various tasks to ensure seamless client service and operational efficiency. Your responsibilities will include, but are not limited to:
- Client Support: Collaborating with clients, RR's (registered representatives), counterparties, and back office teams both locally and internationally to address and resolve any outstanding issues promptly.
- Financial Industry Experience: Leveraging your four or more years of experience in the financial industry to contribute valuable insights and perspectives to our team.
- Qualitative and Analytical Skills: Demonstrating high qualitative and analytical abilities to assess complex financial situations and make informed decisions.
- Interpersonal Skills: Utilizing your superior interpersonal skills to build and maintain strong relationships with clients and stakeholders.
- Prioritization and Organization: Applying strong prioritization and organizational skills to manage multiple tasks and meet deadlines effectively.
- Multilingual Proficiency: Utilizing your fluent English and Spanish language skills (knowledge of Portuguese is a plus) to communicate with clients and teams from diverse backgrounds.
- To be successful in this role, you should possess the following qualifications and knowledge:
- A bachelor's degree in Economics, Business Administration, or Engineering.
- Financial Market Expertise: Profound knowledge of financial market products and regulations, with a focus on the US, Brazil, and Latam regions.
- Account Opening: Familiarity with the account opening process in a US Broker Dealer and in LaTam domestic markets, particularly in Chile, Peru, and Colombia.
- LaTam Investment Preferences: Understanding the investment preferences of Latin American investors.
- Offshore Investment Vehicles: Knowledge of how to structure, open, and maintain offshore investment vehicles to cater to the specific needs of LatAm clients.
- Technical Skills: Advanced proficiency in Excel and PowerPoint, along with knowledge of VBA for optimizing internal processes.
- Regulatory Examinations: Mandatory SIE and Series 7. Series 63 must be taken within 90 days of hire.
Join our dynamic team at BTG Pactual and contribute to our continued success in providing exceptional financial services to our clients across the Latam region. We offer a challenging and rewarding work environment with opportunities for personal and professional growth.
Note: The above job description is intended to provide a general overview of the position and the skills required. It is not exhaustive and may be subject to change based on the needs of the organization.