Seven 7 years of progressively responsible experience in the job offered or related occupation utilizing experience with investments, banking and trust concepts including asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities; performing financial analysis; utilizing Genesis AQS to make investments and redemptions to client portfolio; utilizing tools including Zoho CRM to consult client Know Your Client KYC and onboarding information; utilizing Factset software to monitor financial market; utilizing Tableau to perform business and data analysis. 10 travel required. Must be fluent in Portuguese. FINRA Series 63 and 7 certifications required.
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