Banco de Talentos - Escritório de Investimentos íon | Vagas em Santos-SP, Ribeirão Preto-SP, Rio de Janeiro e BH na Itaú Unibanco

This opportunity invites candidates to contribute to enhancing client experience for Brazil's most valuable brand. The role involves working as an investment specialist within the largest private bank in Latin America, focusing on high-net-worth clients across the nation's investment offices. Responsibilities include prioritizing client needs, exercising entrepreneurial spirit, managing portfolios with autonomy, collaborating across teams, anticipating client expectations, monitoring political-economic trends, and fostering continuous learning. The position requires certifications such as CPA‑20, CEA, CFP, in-depth knowledge of investment products, market dynamics, and advanced Excel skills. Benefits include transportation and meal vouchers, health and dental plans, life insurance, profit sharing, private pension, product discounts, extended maternity leave, childcare support, educational incentives, gym access, and club memberships.