Gestor de Clientes de Elevado Patrimonio
Core
Manage risk, compliance, and financial performance for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the country, delivering integrated financial solutions and personalized client journeys.
Role type
Senior Client Portfolio Manager (HNW/UHNW)
Builds
Integrated financial products and services for wealthy individuals and families
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Risk management, financial acumen, client relationship management, strategic planning, cross-functional leadership, regulatory compliance, digital platform integration
Preferred skills
Open banking knowledge, fiduciary services expertise, business structuring, multi-product experience
Technologies
Digital client engagement platforms, open banking tools
Responsibilities
Implement and monitor risk management frameworks; ensure compliance with governance standards; analyze client perception to improve service delivery; develop recovery plans for adverse events; promote multi-product experiences tailored to life stages; lead cross-functional teams to deliver value propositions; align with People & Culture standards; conduct operational audits and implement corrective actions.
Seniority
Senior, hands-on IC with strategic oversight
