Wealth Management Associate

Responsibilities: Develop strategies to generate new clients and generate new leads in the Brazil Market.Generate business results and acquire new assets, both from existing client base and new client acquisition.Partner with internal specialists to provide interdisciplinary expertise to clients when needed.Strictly adhere to all risk and control policies, regulatory guidelines and security measures.Skills: Six plus years of work experience in Private Banking or Financial Services.Bachelor's Degree required; MBA, JD, CFA, or CFP preferred.Proven sales success and strong business acumen.Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.Strong community presence with an established network.Focuses on the client experience and works tirelessly on the client's behalf.Bilingual: Portuguese / English fluency both oral and written.#J-18808-Ljbffr