• Investment Specialist was responsible to advise customers about market economics, stocks, mutual funds, ETFs, Real Estate funds, and Brazilians Bonds.• More than 200 customers under management.• Helped customers to access and learn how to use a home broker and financial systems.• Guided customers on how to improve their financial life through planning.

• Prospecting and growing social media new customers.• Responsible for advising clients about market economics, stocks, mutual funds, ETFs, Real Estate funds, and Brazilians Bonds.• Responsible for managing and engaging customers in social media accounts on Instagram, Facebook, YouTube, and LinkedIn.

• Investment Specialist was responsible to advise customers about market economics, stocks, mutual funds, ETFs, Real Estate funds, and Brazilians Bonds.• More than 4,000 customers under management.• Helped customers to access and learn how to use a home broker and financial systems.• Guided customers on how to improve their financial life through planning.

• Advised high-income customers, with more than 700 customers under management.• Advising customers through all banking services such as account opening, credit cards, loans, insurance, mortgage, and investments.• Responsible for creating control sheets for the General Manager of the bank agency.

• Front desk attendance for customers.• Advising customers through all banking services such as account opening, credit cards, loans, insurance, mortgage, and investments.• Customers in the first place always.