Global Wealth Solutions, Latam - Analyst/ Associate

KKR

Miami, United States
On-site
Alternative asset classes
Private and registered fund structures
Sales-oriented career path
KKR is seeking a Global Wealth Solutions Analyst/Associate in Miami, focusing on supporting external Relationship Managers by driving sales and managing client relationships. The ideal candidate should have a strong sales background in wealth management, fluency in Portuguese, and a solid understanding of alternative investments

Job Summary

  • The Global Wealth Solutions team seeks an experienced Internal Sales Analyst or Associate to partner with External Relationship Managers covering financial advisors at private wealth management firms.
  • Responsibilities include providing sales support, managing sales pipelines, communicating complex alternative investment capabilities, and coordinating internal and external resources for sales activities.
  • The ideal candidate will have 2+ years of sales experience with financial advisors, fluency in Portuguese, knowledge of international Wealth Management, and understanding of alternative asset classes.

Matching Summary

Match Score: 85

KKR is seeking a Global Wealth Solutions Analyst/Associate in Miami, focusing on supporting external Relationship Managers by driving sales and managing client relationships. The ideal candidate should have a strong sales background in wealth management, fluency in Portuguese, and a solid understanding of alternative investments.

Skills & Requirements

Must-have

  • alternative asset classes
  • private and registered fund structures
  • sales-oriented career path
  • institutional quality representation
  • drive sales and AUM growth
  • outbound phone calls
  • territory management
  • sales pipeline management
  • competitive landscape understanding
  • roadshow coordination
  • client service inquiries

Nice-to-have

  • team-orientated work ethic
  • strong inclination for sales
  • proactive with outbound calls
  • efficient and impactful territory management
  • continuous touchpoints with advisors
  • build rapport trust connectivity

Key Requirements

  • 2+ years of sales experience
  • Fluency in Portuguese
  • Knowledge/ experience in international Wealth Management
  • Understanding of alternative asset classes
  • Superior communication and presentation skills
  • Strong organizational skills
  • Proficiency in CRM systems (Salesforce)
  • Undergraduate degree
  • Series 7 and 63 or 66 required within 3 months

Work Rights

Not specified

Tailored Resume

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