ITC Account Manager
Itaú is a banking and financial services company serving individual, business, institutional, and public-sector customers.
About Itaú
Itaú operates as a full-service bank providing financial products and services to individuals, companies, institutional clients, and public-sector customers. Its offerings include current accounts, credit and loans, credit cards, investments, capitalization, insurance, consortia, foreign exchange, payment collection, debt renegotiation, and digital banking applications. The organization also provides specialized services through Itaú Empresas, Itaú BBA, Itaú Asset Management, and Itaú Securities Services.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage and develop a client portfolio, build lasting commercial relationships, identify opportunities, and offer suitable financial solutions. You will monitor portfolio performance, prepare management reports, analyze results, advise clients on financial decisions, and conduct in-person client visits.
Requirements
- Completed degree in Administration, Commercial Management, Economics, or a related field
- Intermediate to advanced Excel and PowerPoint skills
- Excellent verbal and written communication
- Negotiation, influence, and relationship-building skills
- Ability to interpret data and generate insights for decision-making
- Ability to work toward challenging targets in a high-performance environment
- Focus on results and business objectives
Responsibilities
- Manage and develop client portfolios
- Build long-term client relationships
- Identify commercial opportunities
- Offer consultative financial solutions
- Monitor performance indicators and portfolio results
- Prepare management reports and analyze performance
- Advise clients on financial decisions and growth opportunities
- Conduct in-person client visits
Benefits
- Meal allowance
- Transportation allowance
- Food allowance
- Childcare assistance
- Medical insurance
- Dental insurance
- Life insurance
- Private pension plan
- Gympass and Totalpass membership
- Univers pharmacy discount program
- Visits, reservations, and accommodation at Itaú Unibanco clubs
- Discounts with partner stores and services in Brazil and Latin America
- Fique OK program
- Discounts on financial products and services