Years of experience: 8

Customer Retention SpecialistBrazilFinancial AnalystTranslatorInvestment OfficerInvestment Banker

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Nathalia's Career Path
Private BankerJul. 2022 -
Jan. 2024
Credit Suisse BrasilPrivate Banker
São Paulo, BrazilDay to day maintenance of the existing book of clients Investment proposals and analysis Prospecting new clients Sales campaigns for specific products
Investment SolutionsMar. 2019 -
Jul. 2022
Julius Baer Family OfficeInvestment Solutions
São 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 an...
AnalystOct. 2018 -
Feb. 2019
Santander Asset ManagementAnalyst
Relationship maintenance with the Private and Retail segments Business strategies for new and existing products Project to improve the quality of communication materials and presentations

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