What are the responsibilities and job description for the Relationship Officer | Private Wealth Management LatAm position at Bradesco Bank?
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
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