Relationship Mgr/Wealth Mgmt Advisor
BTG Pactual US Capital LLC
Miami, FL
Full-time
Finance
Posted on August 2, 2020
Relationship Mngr/Wealth Mgmt Advisor (Miami, FL) Advise HNWI clients about Brazilian & LatAm securities & investment opps based on needs & risk/return objctvs. Prfm fincl & valuation analysis of specific cos's to devlp prspctv about prospects/stock prices. Reqs: Bach bus/econ/finc rltd fld & 10 yrs exp as HNWI fincl adviser w focus on LatAm; or, altern, 12 yrs exp as HNWI fin adviser w focus on LatAm. Exp w: securities & investments in US, Portugal/London) BR, MX, CO, PE & AR, in dom & intl mkts; placing trades in Bovespa, OTC mkts (debt, structud notes & FX fwds), stock mkts in US, Eur, & Asia; trading across mult asset classes, incl fixed income, equity, currencies, & mutual funds; & in hedge funds & structd products; mnging portfolios of at least $500M; CMN Resolution 4373; NetX360 & Bloomberg; & analyzing macro-economic & political events, as they relate to client investment portfolios. Knwlg of BR tax/wealth mgmt planning for HNWIs. Emp will spons for SIE, Series 66, & Series 7 if not already licensed. Intermit intl trvl. Res: BTG Pactual US Capital LLC, janira.almonte@btgpactual.com