Job Description

This role is located in São Paulo, Brazil.

About Citco

Citco is a global leader in fund services and corporate governance services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About the Team & Business Line:

For over 75 years Citco has developed an ethos of service excellence and partnership in corporate fiduciary and administration that our clients rely upon. Through our global office network we provide a full suite of corporate administrative services to set up, administer and maintain corporate entities throughout their life cycle.

Working closely with the Citco Corporate Solutions team in Americas, you will interact with international feeders, such as banks, tax advisors, investment firms, family offices and law firms, that are representing multinational companies, corporate entities and private clients (hereafter “Lines of Business”, or “LOB’s”). Citco Corporate Solutions is providing supporting services to assist these parties to meet the increasing needs for international corporate and estate planning solutions.

In Your Role, You will:

• Assist and undertake initiatives in cooperation with Regional Head and senior leadership for product development and sales activities.

• Engage with new and existing clients and feeders in the Brazilian market.

• Build, maintain and measure the success of the feeder network for Private Clients & Family Offices, Alternative Investment Funds, and Corporate Clients & Financial Institutions.

• Engage in contacts and (video) conference calls with new and potential clients and feeders with a proactive approach, focusing on wealth planning and ongoing intergenerational wealth transfer for private clients.

• Assist in the preparation and execution of a periodical Business Development and Sales Plan for the Americas region.

• Maintain leads and prospects and update the Business Development (BD) & Sales pipeline, targeting strategic opportunities.

• Work with the Marketing & Communications Group to assist Citco brand-building initiatives via industry events and conferences, Citco hosted & co-hosted events and assist in developing high-impact promotional and pitch materials for the business.

• Increase Citco's brand awareness by working alongside Citco's Public Relations agents.

• Coordinate the completion of Requests for Proposals and new business proposals to management.

• Assist in managing regional and local level implementation projects into business-as-usual transition.

• Assist & measure contributions to the BD & Sales function with focus on sales activity, revenue forecasting, profitability, etc.

• Identify and report to regional head and senior leadership any risks associated with the BD & Sales process & cycle

• Maintain effective lines of communication with MD and senior management and report, escalate concerns.

About You:

• Bachelor's degree with at least 4 years' experience as a corporate and financial service provider, with exposure to Private Clients & Family Offices, Alternative Investment Funds, and Corporate Clients & Financial Institutions.

• Extensive experience and affinity for sales and business development activities.

• Strong communication, negotiation, and presentation skills.

• Professional proficiency in English and Portuguese is required; Spanish is a plus.

• Strong social skills and commercial acumen, with a client-facing, results-driven mindset and the energy and drive to proactively pursue new business opportunities.

• Proven ability to build and maintain relationships at all levels.

• Ability to work effectively in a team environment.

• Ability to manage multiple priorities and meet deadlines.

• Demonstrated initiative, commitment, and a track record of accomplishment in a relevant role.

• Ability to escalate issues when appropriate.

• Proficiency in MS Office packages (Word, PowerPoint, Excel, and Outlook) and other relevant software.

• Willingness and ability to travel on a regular basis as needed.

Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

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