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:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
- 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. Master’s preferred.
- 5 years of experience in Banking, Finance or related fields.
Language:
- Speak, read, and write English and Spanish fluently. Conversational Portuguese preferred.
Accreditations:
- Series 7 preferred (completion required within 6 months if missing at time of hiring).
Equal Opportunity/Affirmative Action Employer, M/F/V/D
Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
Work Location: In person
