Relationship Development Specialist

4 days ago


Aventura, Florida, United States IDB Full time

We are seeking a highly skilled Relationship Manager to join our Global Wealth Management team at IDB Bank. In this exciting role, you will be responsible for overseeing and managing multi-asset portfolios catered to US Offshore clients, ensuring alignment with investment strategies and client objectives.

Key Responsibilities:
  • Portfolio Management:
    • Help manage complex portfolios, executing trades based on the Chief Investment Officer's (CIO) directions, while ensuring precision and timeliness.
    • Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
  • Due Diligence and Monitoring:
    • Conduct thorough due diligence on potential fund investments, evaluating their performance, risk factors, and alignment with investment goals.
    • Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
  • 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.
  • Presentation and Reporting:
    • Create comprehensive and visually appealing presentation materials for client meetings, showcasing portfolio performance, market insights, and investment strategies.

The ideal candidate will possess a Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or relevant certifications (e.g., CFA) preferred. A minimum of 5 years of experience in portfolio management, investment analysis, or a related field is required. Proficiency in Spanish or Portuguese is also desired, as well as proficiency in financial software and tools, such as Bloomberg, Excel, Addepar, Morningstar, and portfolio management systems.

Estimated Salary:

$120,000 - $180,000 per year, depending on experience and qualifications.

IDB Bank offers a comprehensive benefits package, including generous paid time off, medical coverage, and a 401(k) plan. We are committed to diversity and inclusion, providing an equal opportunity to succeed within a respectful, welcoming, and inclusive work environment.



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