• Ativação de clientes através do pipeline, ações comerciais vigentes, visita dos 20 maiores clientes da Regional;• Ação de re-precificação para os casos deficitários;• Identificar Carteira virtual e atuação nos 20 maiores ganhos;• Gestão dos zerados há mais de 60 dias e atuação nas 20 maiores perdas;• Porta-voz dos assuntos de CASH nas Regionais - novidades de produto e mobilização comercial;• Apresentar plano de ação para entrega dos objetivos CASH da Regional;•… Show more • Ativação de clientes através do pipeline, ações comerciais vigentes, visita dos 20 maiores clientes da Regional;• Ação de re-precificação para os casos deficitários;• Identificar Carteira virtual e atuação nos 20 maiores ganhos;• Gestão dos zerados há mais de 60 dias e atuação nas 20 maiores perdas;• Porta-voz dos assuntos de CASH nas Regionais - novidades de produto e mobilização comercial;• Apresentar plano de ação para entrega dos objetivos CASH da Regional;• Multiplicar conhecimentos através das capacitações e gerar proximidade com Regional e time comercial;• Acompanhamento dos maiores negócios e garantir fluidez da esteira de onboarding. Show less

• Providing financial consulting for SMB in Brazil• Dealing with offshore investments.

• Processed customer transactions regarding products and financial services, leading to increased client roster and company sales revenues. • Recorded customer interactions to maintain accurate records within Salesforce for management and sales forecasting reports. • Deliver excellent service to clients through consultative approaches, leading to high customer satisfaction. Achievements o Earned regular recognition and positive feedback from management via direct customer… Show more • Processed customer transactions regarding products and financial services, leading to increased client roster and company sales revenues. • Recorded customer interactions to maintain accurate records within Salesforce for management and sales forecasting reports. • Deliver excellent service to clients through consultative approaches, leading to high customer satisfaction. Achievements o Earned regular recognition and positive feedback from management via direct customer feedback for demonstrating exceptional customer service. Show less

• Utilised consultative sales approach, providing financial services like insurance, cash management and investment solutions to clients. • Analysed the global assets of clients and proposed solutions in terms of asset management.• Delivered high-quality analysis and presentation explaining key value drivers and business insight. • Guided client-serving on effective financial and engagement management aligned to the type and scope of work, including working capital, using… Show more • Utilised consultative sales approach, providing financial services like insurance, cash management and investment solutions to clients. • Analysed the global assets of clients and proposed solutions in terms of asset management.• Delivered high-quality analysis and presentation explaining key value drivers and business insight. • Guided client-serving on effective financial and engagement management aligned to the type and scope of work, including working capital, using quantitative research to acquire knowledge. • Presented the regulatory landscape, including the most imminent regulatory changes in the national and international regulatory panel. • Analysed international and local regulations and acts of law relevant to the banking industry, investor protection standards, investment funds, sustainable investments, outsourcing, corporate governance, anti-money laundering (AML), and data protection cross-border impact. Achievements o Increased client roster by 50 new clients with over USD 50M in assets under management.o Earned “President Club” recognition based on excellent sales performance, including a memorable trip and other prize bonuses in 2015. Show less

• Provided financial, insurance, and wealth management solutions to clients through HSBC’s using EDRAS framework (Engage, Discover, Recommend, Act and Serve) in private banking. • Collaborated closely with key internal partners, including discretionary portfolio managers, to deliver the firm’s best capabilities, solutions and investment management. • Acted as the central POC for the client’s investment needs/advice and was responsible for increasing wallet share from existing clients… Show more • Provided financial, insurance, and wealth management solutions to clients through HSBC’s using EDRAS framework (Engage, Discover, Recommend, Act and Serve) in private banking. • Collaborated closely with key internal partners, including discretionary portfolio managers, to deliver the firm’s best capabilities, solutions and investment management. • Acted as the central POC for the client’s investment needs/advice and was responsible for increasing wallet share from existing clients. • Served as a strategic advisor on the client’s overall investment strategies and drive holistic portfolio construction and asset allocation activities, ensuring portfolios were built and overseen accordingly. • Arranged and executed regular (quarterly, semi-annual, annual) investment wealth and business reviews with assigned clients and relevant internal partners, highlighting and filling gaps.  Achievements o Established 70 new client accounts with over USD 30M in assets under management.o Recognised as one of the company’s top-producing financial advisors (ranked 2nd out of 200). Show less

• Reported to company owner while serving as sales manager for the growing firm. • Managed a team of 10, which provided import/export and logistics solutions to key clients.• Developed, executed, and delivered a strategy to meet the team level goals, including client satisfaction and continuously strive to improve the team’s productivity.  Achievements o Spearheaded exponential company revenue growth from $12M to $36M in 2 years.

• Responsible for the rollout of new procedures within the team in trading consultation, providing input into long term strategy for clients.• Coordinated and developed platform infrastructure to improve trading efficiency and reduce operational risks. • Worked with the trading desk to evaluate the ongoing suitability of and improvements to existing relationships. • Implemented a client service culture to ensure that all clients received quality service.• Represented businesses… Show more • Responsible for the rollout of new procedures within the team in trading consultation, providing input into long term strategy for clients.• Coordinated and developed platform infrastructure to improve trading efficiency and reduce operational risks. • Worked with the trading desk to evaluate the ongoing suitability of and improvements to existing relationships. • Implemented a client service culture to ensure that all clients received quality service.• Represented businesses to clients in presentations and mentored clients during projects and assignments.• Sold personal company Equator Line Trading to Ladstar in 2010 after 2 years of operations. Show less

• Developed and maintained the cost-efficient foreign trade process. • Supported in customs audits and risk management, creation of import customs performance and duty reposts.• Monitored, audited and supported import customs processes and related regulatory compliance.  Achievements o Spearheaded growth of food product suppliers distribution growing volume from $300K to $3M.