Relationship 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 advise individual clients on financial products and services, including insurance, consortiums, financing, and investments. You will complete commercial and administrative routines, build relationships with clients and specialists, monitor economic trends, identify opportunities, and manage credit and risk strategically.
Requirements
- Hold a CPA-20 or CEA certification
- Have commercial and client-relationship experience
- Have completed an undergraduate degree
- Postgraduate education or specialization is a differential
Responsibilities
- Advise clients on financial products and services
- Perform commercial and administrative routines
- Build strategic client relationships with specialists from different areas
- Monitor economic markets and identify business opportunities
- Manage credit and risk strategically
- Provide personalized financial advice based on client needs and objectives
Benefits
- Meal voucher
- Transportation allowance
- Food allowance
- Childcare assistance
- Medical assistance
- Dental assistance
- Profit sharing
- Thirteenth-month salary
- Life insurance
- Private pension
- Wellhub and TotalPass membership
- Pharmacy discounts
- Discounts on financial products and services
- Access to Itaú Unibanco Club