Investor

Investment Advisory ServicesInternational 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 ltau Private Bank's Global Investment Committee.What You'll DoConduct periodic 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 period reviewsProactively participate in the investment idea generation process while interacting with other members of the investment teamLiaise with products, portfolio solutions and/or structuring teams to find adequate investment vehiclesWork closely with Bankers and Domestic Investors to develop a seamless, global relationship with clients encompassing both on and offshore investment accountsAssess client suitability at both product and portfolio levelRegister client orders and execute with counterparties on trading deskTravel to Latin America for in person portfolio reviews with clients 2-3 times per yearWhat We're Looking ForBachelor's degree in finance, economics or related field7 - 10 years of experience in Private Banking or Financial Service IndustryFluency in Portuguese (Spanish not mandatory but will be considered as a plus)Series 7 LicenseBe a team playerMBA or CFA is preferableCompliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures.Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.