Job Summary: We are seeking a customer-focused professional responsible for building relationships with SMEs, offering financial solutions, and prospecting new clients. Key Highlights: 1. Manage corporate client portfolios as a specialized financial consultant. 2. Assist clients in strategic decision-making through P&L analysis. 3. Monitor the financial market and its trends. **What We Expect From You:** We seek a professional with absolute customer focus, capable of building solid relationships with small and medium-sized enterprises. You will be responsible for understanding their needs, offering appropriate financial solutions, and actively prospecting new clients. **Responsibilities and Duties** **Your Day-to-Day Will Include:** . Manage corporate client portfolios, acting as a specialized consultant on financial decisions. . Assist clients in strategic decision-making based on Profit and Loss (P\&L) analysis. . Manage and monitor credit operations and track risks associated with the portfolio. . Participate in credit committees, contributing to relevant discussions and decisions. . Plan a strategic visit schedule, ensuring active presence with clients. . Coordinate with stakeholders across different areas to deliver optimal financial solutions. . Monitor the financial market and its trends, anticipating needs and opportunities. **Requirements and Qualifications** **Minimum Certification:** CPA\-10; **Additional Information** We are undergoing continuous transformation and hope you’ll help us on this journey! Do you identify with this opportunity? Want to join our team? Apply to this position. \#vemproItaú Itaú will use the data provided for recruitment processes, including databases hosted on third-party platforms. If you wish to object to this use 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 a notification. 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 largest product portfolio in the sector nationwide and through our brands and commercial partnerships, we offer a broad range of career opportunities across various specialized areas — all driven by a powerful purpose: **delighting our customers by delivering exactly what they need, 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
