RM Assistant

• Assist the Equity Partner & Market Head Latam with certain UHNW client requests to whom we provide Family office services;
• Manage the Equity Partner's calendar, prepare clients meetings, organise business trips, complete the poste processing of client calls, client meetings or business trips for the Equity Partner;
• Manage the expense claim process for the Equity Partner proactively;
• You take minutes of clients meetings (e.g. documentation formalities, compliance, other requests of the clients) and save in appropriate environment (contact notes, appropriate IT systems);
• Organise yourself in an efficient and compliant manner and ensure timely and appropriate information of the superior;
• Conduct reviews, plan ahead and document your own work at all times.

• Degree in Finance or Hospitality;
• Min. 10 years' experience in position of RM Assistant or Personal Assistant in the Finance environment;
• Knowledge of banking products and services;
• Service-oriented, client-oriented, self-starter and autonomous, able to work under pressure and to ensure a 5* service to UHNWI;
• Fluent in Portuguese and English, French is a plus.

Jump on the boat

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better work-life balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family friendly benefits.