Typical activities and responsibilities will include:
- Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and prepare recommendations of appropriate investment products based on client's risk profile.
- Focus on market trends/opportunities and maintain communication with internal and external client and providers.
- Develop, close sales and monitor complex investment products.
- Proactively participate in the investment idea generation process while interacting with other members of the investment team.
- Establish a close working relationship with internal clients (Bankers).
- Adhere to internal and external policies, procedures, processes and guidelines.
- Execute securities trades, requested by clients and /or their third party managers or registered representatives in a timely manner.
- Maintain and control the distribution of products to internal clients through investment meetings and presentations.
- Work closely with Strategy, Products, Treasury, and Trading desk in creating solutions for clients.
- Compliance with laws, rules, regulations and the bank's code of conduct and AML policies and procedures.
Education
Bachelor's degree in finance, economics or related field
MBA or CFP/CFA preferred
Work Experience
Minimum of 5 years work experience in Private Banking of other related Financial Markets experience.
Performance
Internal candidates: consistent strong performer in current role (Upper L or Expected Performance + at least 2 times in the past 3 cycles)
Specific Knowledge and Skills
- Experience/knowledge of markets and investment products in equities, fixed income, foreign exchange, derivatives and alternative investments
- Sales experience including negotiation, team selling approach, closing the sale and overcoming objections
- Ability to work in a team based environment
Preferable Skills and Experience
- Using Copilot tools to enhance productivity and decision-making.
- Applying AI solutions to portfolio analysis and investment research.
- Building client dashboards that support investment recommendations and portfolio monitoring.
- Creating assistants and agents that automate tasks, streamline processes, and improve workflow efficiency.
- Rethinking and redesigning workflows through AI-enabled solutions to support scalable and sustainable growth.
Skills Required
- Bachelor's degree in finance, economics or related field
- MBA or CFP or CFA
- Minimum of 5 years work experience in Private Banking or related Financial Markets
- Experience/knowledge of markets and investment products in equities, fixed income, foreign exchange, derivatives and alternative investments
- Sales experience including negotiation, team selling, closing sales and overcoming objections
- Ability to work in a team-based environment and build close relationships with bankers/internal clients
- Execute securities trades in a timely manner
- Adhere to laws, regulations, bank code of conduct, and AML policies and procedures
- Using Copilot tools to enhance productivity and decision-making
- Applying AI solutions to portfolio analysis and investment research
- Building client dashboards for investment recommendations and portfolio monitoring
- Creating assistants and agents to automate tasks and improve workflow efficiency
- Rethinking and redesigning workflows through AI-enabled solutions for scalable growth
What We Do
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe. In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more: - Private Bank (search for "Itaú Private Bank") - Asset Management (search for "Itaú Asset Management") - Corporate & Investment Bank (search for "Itaú BBA") The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.
