BTGPactual International-posted 9 days ago
Full-time • Entry Level
Miami, FL

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. Key Responsibilities: 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.

  • Collaborating with clients, RR's (registered representatives), counterparties, and back office teams both locally and internationally to address and resolve any outstanding issues promptly.
  • Leveraging your four or more years of experience in the financial industry to contribute valuable insights and perspectives to our team.
  • Demonstrating high qualitative and analytical abilities to assess complex financial situations and make informed decisions.
  • Utilizing your superior interpersonal skills to build and maintain strong relationships with clients and stakeholders.
  • Applying strong prioritization and organizational skills to manage multiple tasks and meet deadlines effectively.
  • Utilizing your fluent English and Spanish language skills (knowledge of Portuguese is a plus) to communicate with clients and teams from diverse backgrounds.
  • 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 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
  • Regulatory Examinations: Mandatory SIE and Series 7. Series 63 must be taken within 90 days of hire
  • Languages: Spanish (fluent), Portuguese (desirable).
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