Relationship Manager | Private Wealth Management Brazil (Coral Gables)

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Scope of Responsibilities :
Welcome assigned leads/prospects and

a ssist in the onboarding of new clients, collecting documentation, supporting the Relationship Manager/Advisor, interacting with Onboarding, Compliance and Operations.
Interview prospects to establish source of wealth, banking needs and to require documents necessary to drive a diligent acquisition process, ensuring fast turnaround in client documentation and KYC profiling, with the highest quality possible, to guarantee quick relationship establishing and funding.
Effectively navigates banks operating systems to daily support clients and RM/Bankers.
Lead all onboarding control aspects for the client such as AML / KYC / Alerts for bank and investment accounts ensuring accuracy, completeness, and account monitoring.
Open new accounts, CD’s, investments, loans, cross-sells bank services, credit cards, debit cards, checkbook orders, etc.
Ensure a high level of customer satisfaction while adhering to Bradesco Bank’s policies, procedures, auditing, and regulatory requirements.
Provide LATAM client services on several fronts, including and not limited to processing check deposits, research returned mail, statements, process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.
Interact with clients via telephone, email and/or in person to research and resolve account inquiries and provide appropriate follow through.
Develop a relationship with your clients; be proactive in identifying problems and themes; create follow-ups and issue escalations; recommend/implement service enhancements where appropriate.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Bradesco, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying ethical judgement regarding personal behavior, conduct and business practices and escalating, managing and reporting control issues with transparency.
Work independently and in a team environment to maximize productivity in a most efficient manner.
Take ownership, act with a sense of urgency.

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 Portuguese fluently. Conversational Spanish preferred.

Accreditations:
Series 7 preferred (completion required within 6 months if missing at time of hiring).

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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