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High net worth relationship executive

São José dos Pinhais
beBeeRelationship
Anunciada dia 4 outubro
Descrição

Key Account Manager - Brazil & LATAM

We are seeking an experienced professional to join our Client Service function and serve as the primary point of contact for a portfolio of global VIP clients in Brazil and LATAM.

* Perform client acquisition and strong relationship management with a portfolio of global VIP clients in Brazil and LATAM;
* Build rapport, including enhancing and expanding relationships with existing clients via frequent and sustained communication;
* Develop key customer service processes and systems, establish management rules, and track the status of key customers;
* Analyze client behavior, identify their unspoken needs, and prepare key customer analysis reports;
* Liaise with various stakeholders from different departments to provide optimal service solutions and customer experience.

Qualifications:

* At least 4–7 years of experience in sales and client services with an international financial background in banking, investments, etc.
* Client portfolio including institutional clients, high-net-worth individuals, private banking customers, brokers, futures institutions, or commercial banks.
* Experience working in trading platforms or exchanges is highly advantageous.
* Strong communication and writing skills.
* Proficient in Portuguese (written and spoken), with working knowledge of English; Spanish would be a plus.
* Able to work under pressure and tight deadlines while maintaining strong multi-tasking skills.

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