Job description
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.
Duties & 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