Account Executive

We are opening a new internal position on the Digital Offshore team as a Daily Banker, based in São Paulo to support our Miami operations. BTG Pactual US Capital LLC presents an excellent opportunity for individualsseekingto bepart of a fast-growing offshore operation. The role offers significant potential for learningand professional development within a dynamic and international environment.

The Digital Offshore teamis responsible forserving clients across BTG Pactual’sDigitalchannels — B2B, Advisors, B2C, andNecton. As a Daily Banker, you will be theoperational point of contact supporting bankers based in Miami, ensuring that clientrequests are handled accurately, efficiently, and with a strong service mindset. Job Duties and Activities Process and track client operational requests, including wire transfers, journals,standing instructions, and ACAT/asset transfers,following upend-to-end untilcompletion.

Support account opening workflows for individual and corporate clients, collectingrequired documentation, creating Salesforce leads, and coordinating with theOnboarding team until accounts are active. Prepare, route for signature, and track legal and compliance documents such asPowers of Attorney (POA), W-8/W-9 forms, Corporate Resolutions, and KYC files. Manage ongoing account maintenance, including updates to authorized participants,beneficiaries (TOD), online access, and client profile and suitability information.

Assistwith the setup and activation of banking products and services such asdebit/checking accounts (Corestone),Homebroker, margin agreements, structurednotes, and options programs. Support clients with App and Portal access, biometric setup, and technology-relatedissues, coordinating with internal teams for resolution. Notify clients of relevant account events, including received wires, security transfers,bond coupons, and maturities, ensuring transparency and proactive communication.

Assistwith corporate actions, tender offers, and alternative investment administration,including subscription documents, AML/KYC requirements, and capital call tracking. Manage document delivery preferences,eDeliveryenrollment, statement distribution,and fee billing routines, including reconciliation and exception handling via Salesforce. Collaborate with internal BTG Pactual teams — including Onboarding, Compliance,Technology, and the Brazil-based support team — to resolve issues and ensure aseamless client experience.

Maintainaccurateand up-to-date records of all client interactions and service requestsin Salesforce, ensuring full traceability and follow-through. Required Experience and Skills Bilingualproficiencyin English and Portuguese is mandatory; Spanish is a plus. Experience in banking operations, financial services, or a client-facing support role ispreferred.

Familiarity with operational processes such as account opening, documentmanagement, wire transfers, and KYC/AML procedures is a strong advantage. Experience with CRM platforms, particularly Salesforce, to log interactions andmanage service workflows. Strong organizational skills and attention to detail, with the ability to manage multiplerequests simultaneously in a fast-paced environment.

Clear and professional communication skills in both English and Portuguese, withconfidence in interacting with clients and internal stakeholders. Collaborative, proactive, andsolutions-oriented mindset, with genuine alignment toBTG Pactual’s culture and values. E-mail * CPF * Telefone * CPF * Linkedin #J-18808-Ljbffr