Private Bank, IM, Associate, LATAM
Core
Provide tailored investment solutions and manage transactions for UHNW and family office clients in Latin America, focusing on the Brazilian market.
Role type
Associate Investment Manager (Private Bank)
Builds
Client investment portfolios and transaction execution strategies
Domain
Private Banking / Latin American Markets
Deliverable
client delivery
Required skills
Multi-asset class portfolio management, alternative and discretionary solutions, capital market outlook (top-down and bottom-up), client relationship management, regulatory compliance
Preferred skills
Sales and trading experience, portfolio construction, asset allocation, UHNW investor dynamics
Technologies
N/A
Responsibilities
Develop Brazilian book of business, lead client calls and meetings, collaborate on research and due diligence, manage investment lifecycle, coordinate with Operations and Compliance
Seniority
Associate, hands-on IC