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Relationship Assistant | Cascavel - PR
Negotiable Salary
Indeed
Full-time
Onsite
No experience limit
No degree limit
R. Duque de Caxias, 821 - Centro, Cascavel - PR, 85801-100, Brazil
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Description

**Apex Partners is an investment and financial services platform dedicated to transforming Brazil’s capital markets through comprehensive solutions, innovation, and long-term value creation.** Our goal is to establish Apex as Brazil’s leading regional investment bank by integrating financial intelligence, consultative relationship management, and strategic vision across all areas of operation. We believe that the development of capital markets drives societal growth. Therefore, we seek talented individuals with passion in their eyes, a desire to build, and the energy to grow alongside us. **If you dream big, have an insatiable thirst for learning, and want to be part of building the investment bank that is reshaping entrepreneurship in Brazil, this is where you belong.** **Responsibilities and Duties** * Execute customer trading operations and position management; place and confirm client orders across domestic and offshore markets; * Serve as the primary communication channel for clients to address operational inquiries, resolve issues related to the mobile application, account maintenance, and suitability assessments. * Consolidate client portfolios in the system and generate periodic reports. * Prepare supporting materials for client portfolio meetings, including performance reviews and potential adjustment recommendations proposed by the wealth advisor. * Participate in client meetings when necessary, introduced as the main point of contact for clarifying questions and resolving operational issues. * Serve as liaison with other departments within the bank. **Requirements and Qualifications** * Bachelor’s degree completed or in progress in Administration, Accounting, Economics, Engineering, or related fields; * Proficiency in Microsoft Office suite; * Strong communication skills; * Experience handling administrative routines. * Ancord certification (preferred). In March 2013, we began polishing our diamond: Apex. Since then, guided by our core values, we have worked with the conviction that building a prosperous society hinges on developing the financial market—alongside individuals who tirelessly lay the foundations for progress and well-being accessible to all. We turned this dream into reality through a ***one stop shop*** vision of our clients’ financial lives—delivering global solutions tailored to every aspect of their financial needs. We continue writing our story and are seeking people with an extraordinary drive to grow and develop with us, building long-term solutions and forward-thinking strategies. Shall we do it together?

Source:  indeed View original post
João Silva
Indeed · HR

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