Investor

Job description

International Investors offers global investment advisory services across various asset classes to high-net-worth and ultra-high-net-worth private banking clients on a non-discretionary basis. International Investors provides tactical and asset allocation investment ideas, utilizing a wide range of investment vehicles and instruments based on the client’s suitability and risk profile, while reflecting the views of Itaú Private Bank’s Global Investment Committee.

Tasks and responsibilities

• Conduct regular portfolio reviews and presentations with clients, and recommend strategic and tactical opportunities across various asset classes, including listed equities, OTC fixed income, mutual funds, alternative investment vehicles, derivatives, NDFs, structured notes, co-investment structures, etc.
• Identify timely/time-sensitive investment opportunities to share with clients between reviews
• Actively participate in the process of generating investment ideas while interacting with other members of the investment team
• Work with product teams, portfolio solutions teams, and/or structuring teams to identify suitable investment vehicles
• Work closely with bankers and domestic investors to develop a seamless, global relationship with clients that encompasses both onshore and offshore investment accounts
• Assess customer suitability at the product and portfolio levels
• Record customer orders and execute them with counterparties on the trading platform
• Travel to Latin America 2–3 times a year to conduct in-person portfolio reviews with clients
• Compliance with the principles, laws, rules, and regulations related to anti-money laundering and bank secrecy, as well as Itaú’s relevant policies and procedures

Requirements

• A degree in finance, economics, or a related field
• 7–10 years of experience in private banking or the financial services industry
• Fluent in Portuguese (Spanish is not required, but is considered a plus)
• An active Series 7 license is required
• Team player
• An MBA or CFA is preferred