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Client Relationship Specialist

2 months ago

Aventura Florida, United States IDB Full time

About the Role:

IDB is seeking a highly skilled Business Development Manager to join our Global Wealth Management team. As a key member of our team, you will be responsible for executing trades, conducting due diligence, and maintaining strong client relationships.

Key Responsibilities:

  • Portfolio Management:
    • Oversee and manage multi-asset portfolios for US Offshore clients, ensuring alignment with investment strategies and client objectives.
    • Execute trades based on CIO instructions, ensuring precision and timeliness.
    • Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
  • Due Diligence and Monitoring:
    • Conduct comprehensive due diligence on potential fund investments, including evaluating fund performance, risk factors, and alignment with investment goals.
    • Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
    • Prepare detailed reports on due diligence findings and ongoing investment performance for review by the investment team and board committees.
  • Client Engagement:
    • Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment advice.
    • Meet with clients regularly to review portfolio performance, discuss strategies, and address any concerns or questions.
    • Serve as the primary point of contact for client inquiries, providing exceptional service and support.
  • Presentation and Reporting:
    • Create comprehensive and visually appealing presentation materials for client meetings, showcasing portfolio performance, market insights, and investment strategies.
    • Prepare detailed reports and documentation to support investment decisions and client communications.
  • Collaboration and Style:
    • Work closely with the CIO and other team members to develop and implement investment strategies.
    • Ensure accuracy and attention to detail in all aspects of work, from trade execution to client reporting.
    • Maintain meticulous records and documentation to support compliance and audit requirements.

Requirements:

  • Fluency in Spanish or Portuguese is a plus for this role, as you will focus largely on Latin American based clients.