Miami, Florida, United States · On-site
The LATAM Investor will be based in Miami and will act as the investment counselor (Investor) for LATAM clients, working in close partnership with the local investment and relationship teams in the client’s country…
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Miami, Florida, United States · Remote Solely
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Miami, Florida, United States · Remote OK
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Miami, Florida, United States · Remote OK
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Miami, Florida, United States · On-site
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Miami, Florida, United States · Remote OK
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Miami, Florida, United States · On-site
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Miami, Florida, United States · Remote OK
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
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Miami, Florida, United States · Hybrid
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
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Miami, Florida, United States · On-site
$135k–$170k/yr
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Miami, Florida, United States · Hybrid
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Act as an investment counselor for LATAM clients by providing offshore advisory and portfolio analysis from Miami. Collaborate with local teams to translate global macroeconomic views into actionable, client-specific investment recommendations.
Requires a bachelor's degree, a mandatory Series 7 license, and at least 5 years of experience in private banking or wealth management for HNW/UHNW clients. Fluency in English and Spanish is required, with deep knowledge of global macroeconomics and diverse investment products.
The LATAM Investor will be based in Miami and will act as the investment counselor (Investor) for LATAM clients, working in close partnership with the local investment and relationship teams in the client’s country of origin (e.g., Uruguay, Chile, Paraguay, Colombia). The role requires combining global macroeconomic insight, multi-asset investment expertise, disciplined execution, commercial presence, and the ability to translate investment views into clear, client-specific recommendations. The ideal candidate will combine investment discipline with a deep understanding of Latin American business dynamics, regulatory environments, and global macroeconomic trends.
Key Responsibilities
Required Qualifications
Key Skills and Competencies
Preferred Experience
Presença global com atendimento personalizado, para garantir a melhor experiência na gestão completa do seu patrimônio.
Itaú Private Bank is one of the top global private banks, managing the wealth of Latin American clients in offshore markets. Itaú offers a wealth management platform tailored to the specific needs of its Latin American clients, giving them access to a wide range of global investment opportunities. Itaú’s integrated third-party solutions focus on growth and preservation of wealth throughout the various stages of its clients’ life cycle. Itaú’s culture focuses on client satisfaction and developing lasting, long-term relationships. Itaú aims at maintaining the highest standards of service with its clients, and that same attitude of first-class service also defines Itaú’s relationships with employees, regulators, the markets and civil society in general. Let's talk?
Offices: Avenida Brigadeiro Faria Lima 3400, 5º andar, São Paulo, São Paulo 04538-132, BR · 200 S Biscayne Blvd, 22nd floor, Miami, Flórida 33131, US · Bleicherweg 30, Zurich, Zurique 8002, CH
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