To provide premium services to high-value clients, the full-time remote VIP Account Manager will conduct proactive outreach, promote company products, and build long-term relationships while managing client interactions using CRM tools. Key responsibilities Conduct proactive outreach to potential and existing VIP clients through various communication channels Apply effective negotiation techniques to convert leads into long-term customers and increase client satisfaction Monitor client activity to identify growth opportunities and maintain accurate records in the CRM system Required qualifications English proficiency at B2 level or higher Native or bilingual proficiency in Portuguese and Spanish Bachelor's degree in Economics, Finance, Business, or a related field Proven experience in the financial industry, preferably in sales or account management Strong communication, negotiation, and relationship-building skills