Relationship Manager - Gerente De Relacionamento

RELATIONSHIP MANAGER

SAO PAULO, BRAZIL

Location : Sao Paulo, Brazil.

Hours : Fulltime, 40 hours per week.

Who we are :

Corpag is a dynamic and international boutique trust and corporate services provider. Our goal is to remain relatively small-scaled, so that we can continue to distinguish ourselves with the personal services we offer to our clients.

Though legislation varies in different countries, Corpag’s ethical code is strict and equal worldwide. We are very happy to help companies and private individuals that are, just like us, entrepreneurial, transparent and earn their money in a sustainable and responsible manner. We are here to optimize their business and be part of their success.

At Corpag we put high emphasis on our ESG policy, by always focusing on people and the environment, in anything we do. This drives us making clear and transparent choices on the industries and clients we want to work with. As we have been a successful and healthy company for over 50 years and as making money is not our main goal, we are in a privileged position of being selective in which type of client we want to work with.

The Relationship Manager will be part of our Brazil team. The Brazil team is a cross-functional team with different backgrounds and diverse skills and perspective, handling challenges for our Brazil client portfolio, working closely together with multiple of our on- and offshore jurisdictions worldwide.

How we see you :

As a Relationship Manager, you will have the opportunity of representing Corpag towards clients and you will play a crucial role within the private and corporate client sector in Brazil. You will be entrusted with maintaining close relationships for the company with existing referral partners (feeders) and clients and ensuring legal good standing for the corporate and private structures of our clients.

Your key tasks and responsibilities are :

• Client Relationship Management : Build and maintain strong relationships with high-net-worth individuals, family offices, corporate clients, and intermediaries, ensuring trust and long-term engagement. Identify and pursue new business opportunities with a focus on existing clients and intermediaries such as lawyers and tax advisors.
• International Structuring : Manage clients’ international structures (trusts, foundations, companies) tailored to their wealth planning, asset protection, and tax optimization needs, while liaising with legal, tax, and fiduciary professionals internally and externally across jurisdictions to implement and manage these international structures effectively.
• Regulatory Compliance & KYC : Ensure full compliance with Brazilian and international regulations, including thorough Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.
• Client Onboarding : Manage the onboarding process for new clients, including documentation, due diligence, and coordination with internal teams and offshore offices.
• Portfolio Oversight : Monitor and review client portfolios and structures regularly to ensure they remain compliant, efficient, and aligned with client goals.
• Reporting & Documentation : Prepare regular reports, meeting notes, and file reviews for clients and internal stakeholders, ensuring transparency and accountability.
• Internal Collaboration : Work closely with global legal, finance and compliance teams to deliver seamless service and resolve client issues.

We offer a varied job in an international boutique style company with an informal culture. Continuous training (tax, legal, AML and soft skills) will be part of the job and opportunities are there to develop further, in Brazil or perhaps in one of Corpag's other international offices in due course under our internal Global Mobility Program.

What you should (ideally) bring :

Ideally, you bring the following experience and interests with you :