The employee will join a team of 7 people, working under a hybrid schedule, in the role of investment specialist. Their responsibility will be to advise clients on investment decisions and conduct periodic portfolio reviews. Advise clients on their investment decisions Conduct periodic reviews of clients' investment portfolios Client portfolio management Skills: Ownership mindset, Analytical ability, Collaboration, Written communication, Verbal communication, Constant digital world updating, Results focus, Performance focus, Customer focus, Risk management, Constructive indignation, Handling pressure, Motivation to learn new things, Organization, Passion for challenges, Sales profile, Proactivity, Logical reasoning, Interpersonal relationships, Resilience and flexibility, Critical thinking, Simplicity, Teamwork Education: Completed Postgraduate Degree – Economics Language: English – Intermediate Certification: CEA Technical Skills: **About WMS:** **Wealth Management and Services** is responsible for our clients' investment journey. With a complete ecosystem of solutions and platforms, we operate from structuring **Investment Solutions**, through custody, administration and asset record-keeping services (branded as **Investment Services**), to managing our own funds via our **Asset** division or third-party funds through **Fund of Funds**. We are also responsible for the relationship and distribution of these solutions to our clients with a global perspective, including individuals through **íon**, ultra-high-net-worth clients through Private Bank, as well as Institutional Clients. **About íon:** The íon structure is responsible for investment advisory services for high-income clients and is organized into three segments: offices, on demand, and brokerage. **Offices:** Provide exclusive investment service, focusing on transparency and relationship-based interaction. Each client has a dedicated investment specialist. **On demand:** Investment service for non-portfolio-assigned retail banking customers who seek human-led investment advice, aiming to ensure the best guidance and portfolio perspective for clients during service. **Brokerage:** The commercial and product development area of the brokerage that enables timely trading and operations with more complex products for Offices and OnDemand, as well as direct customer engagement. **What benefits will I have access to?** * Transportation allowance * Meal voucher (Restaurants) / Food voucher (Supermarkets) * Medical and dental insurance * Life insurance * Profit-sharing (PLR) (subject to bank performance) * Private pension plan * Exclusive discounts on our financial products * Extended maternity leave * Childcare/Babysitter allowance (for parents) * Study incentives * Gym Pass (Alternatively, Bio Ritmo is available at some locations) * Access to Itaú Clubs (Guarapiranga / Itanhaém and São Sebastião) \+ Some additional benefits you may learn about during the hiring process * **Itaú encourages applications from people with disabilities for all positions, so feel free to apply for vacancies marked as exclusive or non-exclusive for people with disabilities. We are committed to inclusion and value diversity.** Itaú will use the data provided solely for recruitment purposes, including placement in job banks hosted on third-party platforms. If you wish to request opposition to this use or exercise any of your rights, please contact us through the channels available in Itaú Unibanco's Candidate Privacy Policy (https://www.itau.com.br/privacidade/candidatos/). Acceptance is not required—it is merely for your awareness.