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Relationship Manager Assistant Jobs

Company

BTG Pactual

Address New York, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-06-15
Posted at 11 months ago
Job Description

BTG Pactual is the biggest investment bank from Latin America, operating in Investment Banking, Corporate Lending, Sales & Trading, Wealth Management and Asset Management. Since inception, in 1983, the Bank has been run based on a meritocratic partnership culture, focused on clients, excellence and a long-term vision. We have cemented our status as one of the most innovative sector players and have won numerous national and international awards. We currently have almost 3,000 employees in offices across Brazil, as well as in Chile, Argentina, Colombia, Peru, Mexico, the US, Portugal and England. For more information go to www.btgpactual.com


Activities:

  • Ensure regulatory and compliance standards in the exercise of the activity;
  • Work with RR’s, counterparties, and back office locally and abroad to resolve any outstanding issues;
  • Understanding of the investment preferences of Brazilian investors;
  • Offer a quality and personalized service;
  • Be constantly updated on the global macro scenario, as well as market and product opportunities;
  • Develop and maintain the relationship with customers through the search for the best financial solutions;


General Requirements:

  • Should possess or be willing to take and successfully pass the series 7 and series 63 examinations within 90 days of hire;
  • Two or more years of experience in the financial industry;
  • Superior interpersonal skills to work with clients, RR’s, counterparties, and back office locally and abroad to resolve any outstanding issues;
  • US Work Authorization
  • Bachelor’s degree in Economics, Business Administration or Engineer;
  • Knowledge of financial markets products and regulations – Brazil and USA;
  • Fluent Portuguese and English required
  • Advanced knowledge in Excel and Power Point;