Investment Advisor
● Portfolio management for more than 500 high-income investors, totaling AuC of more than R$90 millions;● Risk profile analysis and construction of customized investment portfolios;● Construction of personalized financial plans, taking into account factors such as retirement, children's education, inheritance and other goals;● Commercial intensity in interaction with investors via telephone calls and virtual presentations;● Maintaining a close relationship with clients, providing ongoing support and monitoring their investments;● Negotiating complex financial products (funds, public offerings and follow-ons, structured operations);● Tax advice to build optimized financial planning;● Collaboration with specialist stakeholders on dedicated investment product desks;● Mastery of the SalesForce CRM tool and the XP Investimentos investment platform; ● Management of commercial metrics via Power BI and own databases;● Continuous updating of market data to adapt clients' asset allocation when necessary.