Relationship Manager
XP Investments US, LLC seeks Relationship Manager in Miami, FL to assist clients to make investment decisions based on risk profile, liquidity needs, & estate planning, as well as advising on building, preserving, & managing wealth. Req’mnts: Bachelor’s or foreign equiv in Bus. Admin, Econ., Eng’g (any) or rel. field & 7 yrs of progressively responsible exp in job offered or rel. occupation: utilizing exp w/investments, banking & trust concepts incl asset allocation on structured portfolios, managed portfolios, brokerage accnts, portfolio reviews, deposit & loan solutions, basic trust & estate products & identification of wealth planning opportunities; performing fin’l analysis; utilizing Genesis AQS to make investments & redemptions to client portfolio; utilizing tools incl Zoho CRM to consult client Know Your Client (KYC) & onboarding info; utilizing Factset softw to monitor fin’l mrkt; utilizing Tableau to perform bus. & data analysis. 10% trvl req’d. Must be fluent in Portuguese. FINRA Series 63 & 7 certifications req’d. Please email resume to mariana.guanabara@xpi.com.br. Ref: MD110822AD.