Wealth Management Private Banker - Ribeirão Preto

About the area: a reference in the Latin American market, the Private Banking area of BTG Pactual is recognized for its award-winning and highly competent team in wealth management services. The team is dedicated to detailing the individual demands and needs of each client, creating personalized financial solutions that are always aligned with the regulations of each country.

As a Private Banker, your main responsibility will be to originate and manage relationships with high-net-worth clients (HNW/UHNW), offering strategic knowledge in resource allocation and capital protection. You will work constantly to develop and maintain long-term relationships, providing the best advice at every stage of the clients' financial lives.

In your day-to-day, you will be responsible for:

Developing and maintaining relationships with clients, seeking the best financial solutions for each one;

Offering a high-quality service in a personalized manner;

Ensuring compliance with regulatory and Compliance standards in all activities;

Staying constantly updated on the global macroeconomic scenario and market and product opportunities;

Working in partnership with other areas of the bank to identify the best solutions for clients.

We expect from you:

Completed degree, preferably in Administration, Engineering, or Economics;

Experience in Wealth Management, Private Banking (HNW/UHNW) and/or Family Offices;

Desirable knowledge in Investment Banking and Corporate;

Mastery of the local and international market, especially knowledge of the market in the interior of SP and Triangulo Mineiro;

Excellent verbal and written communication, as well as teamwork skills, with high capacity for influence and relationship building;

CFP Certification (desirable);

Advanced English, with the ability to communicate effectively in an international environment;

Availability to reside preferably in Ribeirão Preto, and to travel as necessary.

Benefits:

Profit Sharing (PLR);

Food and Meal Allowance;

Medical Plan;

Dental Plan;

Daycare/Nanny Allowance;

Transportation Voucher;

WellHub;

TotalPass;

Employee Assistance Program (EAP);

Optional plans such as Private Pension and Life Insurance;

Pharmacy Discount;

Nutrition Program;

Pregnancy Program;

Extended Maternity and Paternity Leave – Citizen Company