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Work Background
Credit Suisse BrasilPrivate Banker
Jul. 2022 - Jan. 2024São Paulo, BrazilDay to day maintenance of the existing book of clients
Investment proposals and analysis
Prospecting new clients
Sales campaigns for specific products
Julius Baer Family OfficeInvestment Solutions
Mar. 2019 - Jul. 2022São Paulo, BrazilProject management by leading business initiatives end-to-end
Prepare presentations and lead forums to discuss projects with senior management and internal stakeholders Internal consultancy activities by using problem-solving and analytical skills to improve processes and work streams that involve the Investments scope Creation of a BI Dashboard using Tableau and Alteryx for the Commercial and Investments teams to manage clients and their portfolios with
Integration project (Reliance/GPS): design of JBFO consolidated reports and the product and services offering, acting as PM and PO in different squads (Agile methodology)
Chair of the Implementation Committee, responsible for ensuring a smooth client onboarding between all business areas Ad-hoc on and offshore investment advisory for JBFO core clients and Ultra High Net Worth prospects
Santander Asset ManagementAnalyst
Oct. 2018 - Feb. 2019Relationship maintenance with the Private and Retail segments
Business strategies for new and existing products
Project to improve the quality of communication materials and presentations
UBSClient Advisor Assistant
Jan. 2018 - Sep. 2018São PauloDay-to-day client facing activities
Assistant of a client relationship manager
UBSInvestment Products and Solutions
Jan. 2017 - Jan. 2018São PauloOwnership and management of the local product and services shelf
Draft, write and execute new business initiatives, as well as manage their lifecycle after implemented Work in partnership with other business areas (Commercial, Operations, IT, Legal, Compliance), both onshore and offshore (UBS Switzerland)
Support compliance and regulatory requirements, as well as internal audit processes Create communication materials destined to clients and presentations for the senior management
Prepare agenda, minutes, and coordinate the Product & Services Committee Integration project with Consenso: unification of business models and investment offering
UBSInvestment Products and Solutions
Jul. 2015 - Dec. 2016São PauloOwnership and management of the local product and services shelf
Draft, write and execute new business initiatives, as well as manage their lifecycle after implemented Work in partnership with other business areas (Commercial, Operations, IT, Legal, Compliance), both onshore and offshore (UBS Switzerland)
Support compliance and regulatory requirements, as well as internal audit processes Create communication materials destined to clients and presentations for the senior management
Prepare agenda, minutes, and coordinate the Product & Services Committee
Procter & GambleMarket Strategy and Planning
Feb. 2015 - Jun. 2015São Paulo, BrazilSales and inventory analysis
Business plan for future sales and campaigns
AIESECVolunteer
Jan. 2013 - Feb. 2013Mauritius
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