Bruno Panerai Email & Phone Number

• Build relationship with asset managers from different asset classes (fixed income, credit, equities, hedge funds, crypto)
• Provide customized and cross-sell solutions (fund administration, white-label, trading desk, institutional distribution) to Asset Managers
• Fund selection
• Curate fund distribution platform
• Distribute public offers (IPO/Follow on) to institutional investors and B2B partners

• Build and develop the HNWI segment – growing from BRL50MM to BRL 250MM
• Work together with different teams (Dev, CX, CS) in order to deliver customized solutions to clients
• Generate thematic investment ideas and fund selection
• Build investment solutions customized to HNW clients together with Warren Asset Management
• Mentor and develop junior talent

New York, New York

• Part of a 7-person banker team with over $5 Billion in total client assets.
• Build trust with clients and effectively managed and advise client holistically.
• Ensure that each client is introduced to the appropriate product specialists.

New York, New York

• Provides direct support to three senior bankers with over $4 Billion in total client portfolio.
• Responsible for onboarding, monitoring, and maintaining 60 client relationships across complex structures and a wide variety of products.
• Review client investment strategy; ensure asset allocations remain within mandate parameters;
• Use deep knowledge of each relationship and available sales tools/reports to independently identify and execute cross-sell and up-sell opportunities.

Porto Alegre, Brazil

• Assisted the Banker, worked with other areas within Private Bank, such as capital advisory, wealth advisory, portfolio management and product solutions;
• Managed the banker’s risk metric and worked with the different areas involved to meet the target;
• Mentored and trained the intern on the team, providing relevant and timely feedback.

Porto Alegre, Brazil

• Collaborated with Business Quality Control, Compliance and Client Onboarding teams on the account opening process of new clients;
• Managed pipeline and prospects list, maintaining status updates and conducting research on prospects.

Porto Alegre, Brazil

• Analyzed clients’ payments and receivables cash flows and helped formulate customized proposals;
• Collaborated with integrated team members generate ideas of local and international cash management solutions for clients including RFP proposals to multinationals;

Porto Alegre, Rio Grande Do Sul, Brazil

• Control and execute payments and receivables.
• Manage daily cash flow.
• Online payments executed through electronic files, consolidating the data into the CRM.