Job Description
Brazil
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- BR
**City**
- Sao Paulo
**Job Type**
- Full Time
**Your role**
- Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
We’re looking for a client advisor for our Multi-Family Office business in Curitiba to:
- build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture
**Your Career Comeback**...
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- BR
**City**
- Sao Paulo
**Job Type**
- Full Time
**Your role**
- Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
We’re looking for a client advisor for our Multi-Family Office business in Curitiba to:
- build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture
**Your Career Comeback**...
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