Investor

Banco Itaú (Suisse) SA•Miami, FL

About The Position

International Investors provide global investment advisory services, across asset classes, to High Net Worth and Ultra-High Net Worth private banking clients, on a non-discretionary basis. International Investors provide tactical and asset allocation investment ideas, using numerous investment vehicles/instruments, based on client suitability and risk profile, while reflecting the views of the Itau Private Bank’s Global Investment Committee.

Requirements

Bachelor’s degree in finance, economics or related field
5+ years of experience in Private Banking or Financial Service Industry
Be a team player
Fluency in Portuguese is mandatory. Spanish is a plus
Series 7 required. Series 66 preferable.

Nice To Haves

MBA or CFA is preferable
Able to orchestration AI tasks, AI Agents Practitioner, ability to think exponentially and get data-driven insights

Responsibilities

Conduct monthly portfolio reviews and presentations with clients, recommending strategic and tactical opportunities across asset classes, including Listed Equities, OTC Fixed Income, Mutual Funds, Alternative Investment Vehicles, Derivatives, NDFs, Structure Notes, Co-Investment Structures etc.
Identify timely/time sensitive investment opportunities to share with clients between monthly reviews
Proactively participate in the investment idea generation process while interacting with other members of the investment team
Liaise with products, portfolio solutions and/or structuring teams to find adequate investment vehicles
Work closely with Bankers and Domestic Investors to develop a seamless, global relationship with clients encompassing both on and offshore investment accounts
Participate in Client Prospecting Meetings in order to either bring net new assets from other institutions or target suitable client allocation between onshore and offshore assets
Assess client suitability at both product and portfolio level
Register client orders and execute with counterparties on trading desk
Travel to Latin America for in person portfolio reviews with clients 2-3 times per year
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.