Aline Guarnier Email & Phone Number

As a CFP-certified private banker with over three years of experience managing high-net-worth portfolios, I specialize in delivering tailored wealth management solutions, risk assessments, and investment strategies. My expertise spans AML/KYC compliance, cross-border banking solutions, and regulatory adherence, ensuring seamless and secure financial services for my clients. With a Master’s in Investments and Private Banking, I combine strategic insights with a client-centric approach to foster trust and long-term financial growth.I excel in building and maintaining strong client relationships, ensuring a deep understanding of their unique needs to provide personalized financial strategies. My experience includes extensive collaboration with diverse clients, offering exceptional service while managing complex regulatory requirements like FATCA, CRS, and AMLD6. I have successfully handled due diligence, risk assessments, and onboarding processes with precision and integrity.Fluent in English, Portuguese, and Spanish, and begginer in French and Italian, I thrive in multicultural environments and value clear, empathetic communication. Whether enhancing client portfolios or optimizing compliance protocols, my goal is to deliver excellence and drive impactful results. Let’s connect to explore how I can contribute to your success!