Florianópolis, Santa Catarina, Brazil
I am a Relationship Manager in the financial services industry with experience managing portfolios for affluent and high net worth clients. My work is focused on building long-term relationships, understanding clients’ financial goals, and delivering tailored investment strategies aligned with their risk profile and life objectives. Throughout my career, I have developed strong expertise in portfolio management, investment advisory, and client relationship management within a highly regulated banking environment. I support clients in making informed financial decisions, optimizing their asset allocation, and maintaining disciplined investment strategies over time. I am recognized for combining analytical thinking with a client-centric approach, ensuring consistent performance, trust, and long-term engagement. I also collaborate closely with internal teams to deliver efficient service, manage risk, and improve client experience. Core areas of expertise: • Client Relationship Management • Portfolio Management • Investment Advisory • Financial Planning • Asset Allocation • Risk Management • Financial Markets