Wealth Management Relationship Manager - Miami

Wealth Management Relationship Manager Assistant - Miami

Join to apply for the Wealth Management Relationship Manager Assistant - Miami role at BTG Pactual

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  We are currently seeking a talented Relationship Manager Assistant to join our team based in Miami, FL.

• Client Support:
  Collaborating with clients, RR's (registered representatives), counter parties, 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.

• 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).

Mid‑Senior level

Full‑time

Finance and Sales

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.

By submitting this application, I agree to share the information above. Your information will only be used to evaluate the application process and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.

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.