Global Private Banking Investment Advisor

Itau US; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Itau US, International Investors, offers global investment advisory services across asset classes to High Net Worth and Ultra-High Net Worth private banking clients on a non-discretionary basis. The team provides tactical and asset allocation ideas, grounded in client risk profiles and the Private Bank's Global Investment Committee views.

The role involves conducting periodic portfolio reviews and presentations, identifying timely opportunities, collaborating with product and structuring teams,

Qualifications

• Bachelor's degree in finance, economics or related field.
• 7-10 years of experience in Private Banking or Financial Service Industry.
• Fluency in Portuguese (Spanish not mandatory but will be considered as a plus).
• Series 7 License.
• MBA or CFA is preferable.

Responsibilities

• Conduct periodic portfolio reviews and presentations with clients, recommending strategic and tactical opportunities across asset classes.
• Identify timely investment opportunities to share with clients between period 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.
• 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.

Skills

Teamplayer

Portuguese fluency

Series 7 License

Be a teamplayer

Education

Bachelor's degree in finance, economics or related field

MBA

CFA

Tools

Series 7 License

Job description

Itau US, International Investors, offers global investment advisory services across asset classes to High Net Worth and Ultra-High Net Worth private banking clients on a non-discretionary basis. The team provides tactical and asset allocation ideas, grounded in client risk profiles and the Private Bank's Global Investment Committee views.

The role involves conducting periodic portfolio reviews and presentations, identifying timely opportunities, collaborating with product and structuring teams,