Job Summary: We are seeking a client-focused professional to manage a corporate (PJ) portfolio, offering financial solutions, prospecting new clients, and supporting strategic decision-making. Key Highlights: 1. Act as a specialized consultant for financial decisions for corporate clients (PJ). 2. Manage and monitor credit operations and portfolio risk. 3. Monitor the financial market and its trends to anticipate opportunities. **What We Expect From You:** We seek a professional with absolute client focus, capable of building solid relationships with small and medium-sized enterprises. You will be responsible for understanding their needs, offering suitable financial solutions, and actively prospecting new clients. **Responsibilities and Duties** **Your Day-to-Day Will Include:** . Manage the corporate (PJ) client portfolio, acting as a specialized consultant for financial decisions. . Assist clients in making strategic decisions based on Profit and Loss (P\&L) analyses. . Manage and monitor credit operations and track associated portfolio risks. . Participate in credit committees, contributing to relevant discussions and decisions. . Plan a strategic visit schedule to ensure active presence with clients. . Collaborate with stakeholders across different areas to deliver optimal financial solutions. . Monitor the financial market and its trends, anticipating needs and opportunities. **Requirements and Qualifications** **Certification:** CPA\-10; **Additional Information** We are undergoing constant transformation, and we hope you’ll help us on this journey! If this resonates with you and you want to join our team, apply to this opportunity. \#vemproItaú Itaú will use the data provided for selection processes, including databases hosted on third-party platforms. If you wish to object to this usage or exercise any of your rights, please contact us via the channels available in Itaú Unibanco’s Candidate Privacy Policy (https://www.itau.com.br/privacidade/candidatos/). No consent is required; this is merely for your awareness. We are the **largest private bank in Brazil** by market value and the **most valuable brand in Brazil**, valued at **R$ 46.9 billion**, according to the Interbrand 2024 ranking. We are also the company that most **develops careers in Brazil**, per LinkedIn Top Companies for seven consecutive years, and have received the award for **Best Internship Programs 2024** from CIEE. With the broadest product portfolio in the sector nationwide—and through our brands and commercial partnerships—we offer a wide range of career opportunities across diverse specialization areas, all guided by a powerful purpose: **delighting our customers by delivering exactly what they need, precisely when they need it!** Today, we have a team of over 90,000 employees (the "itubers") spread across Brazil and abroad, operating in 18 countries.
João Silva
Indeed · HR
João Silva
Indeed · HR
