Senior Portfolio Manager, Brazil Desk Senior Portfolio Manager, Brazil Desk …

Redstone Private Banking Search
in Miami, FL, United States
Permanent, Full time
Last application, 30 Nov 21
Competitive
Redstone Private Banking Search
in Miami, FL, United States
Permanent, Full time
Last application, 30 Nov 21
Competitive
Posted by:
Emily Tait • Recruitment Consultant
Posted by:
Emily Tait
Recruitment Consultant
Redstone Private Banking Search are working with a European Private Banking group with a large influence on the LatAm markets. They are well known for their success managing clients from the South American and Iberian Diasporas, as well as from U/HNW Europe and Russia.

The team in Miami are enlarging their Wealth Management division to deepen their presence in the region. They are looking for a Senior Portfolio Manager to work with their U/HNW Brazilian clients. The wider group have achieved significant growth this year, one office achieving over a 20% increase in turnover and the Miami Based firm are looking for financial professionals to assist in the replication of the same success.

Key Responsibilities / Tasks

  • Successfully construct and manage multi-asset portfolios maintaining an in-depth understanding of market conditions, trends, and overall economic outlook.
  • Help the client to determine their appropriate level of risk based on the client's time horizon, risk preferences, return expectations, and market conditions.
  • Provides leadership and coordination on strategic business planning and development and implementation of investment strategies.
  • Contribute to the creation and maintenance of the recommended short lists of Mutual Funds, ETFs, Fixed Income, structured Products and Equities.
  • Distribute and educate on investment content to the financial advisors in the region.
  • Travel quarterly to Brazil to meet with clients and prospects.

Key Qualifications / Experience

  • Sales and negotiating skills are required to guide sensitive or difficult situations or handling objections to resolution.
  • Completion of any of the following is highly preferred: MBA, CFA, CIMA, CAIA.
  • Prior experience with Brazilians high net worth clients is strongly preferred.
  • Advanced knowledge in Bloomberg, market access and Morningstar direct is a plus.
  • Series 7 and Series 66, or series 65.
  • Fluency in English and Portuguese. Spanish is a plus.
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