Evelin Bonfim Ribeiro
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Evelin Bonfim Ribeiro Email & Phone Number

Wealth Management Operations Specialist at NOVA
Location: London, England, United Kingdom 15 work roles 5 schools
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Current company
Role
Wealth Management Operations Specialist
Location
London, England, United Kingdom
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Who is Evelin Bonfim Ribeiro? Overview

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Evelin Bonfim Ribeiro is listed as Wealth Management Operations Specialist at NOVA, a company with 86 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Evelin Bonfim Ribeiro.

Evelin Bonfim Ribeiro previously worked as Financial Coach at Lloyds Banking Group and Accredited Financial Coach at Octopus Money. Evelin Bonfim Ribeiro holds Regulation & Ethics - R01 from Chartered Insurance Institute.

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Email format at NOVA

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NOVA

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Profile bio

About Evelin Bonfim Ribeiro

I'm passionate about helping people to improve their lives through financial planning. That changed my life!So much that I've turned personal finances into my own business. Since 2016 I've helped more than 300 women in 1:1 financial coach programs and more than 500 students on my online courses about investing, budgeting, saving and debt management.Over the last few years, I've worked as a Financial Coach for Lloyds and Octopus Money, where I’ve developed even further my client-facing skills, including fact-finding, rapport, goal-setting, creating financial plans, presenting and getting buy-in on the financial strategy, client administration and CRM systems, as well as keeping up to date with new regulations, technology and financial industry landscape.Currently studying towards the CII Diploma in Financial Planning, having already passed R01 and R05 exams.

Listed skills include Journalism, Media Relations, Social Media, Blogging, and 20 others.

Current workplace

Evelin Bonfim Ribeiro's current company

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NOVA
Nova
Wealth Management Operations Specialist
London, GB
Employees
86
AeroLeads page
15 roles · 17 years

Evelin Bonfim Ribeiro work experience

A career timeline built from the work history available for this profile.

Wealth Management Operations Specialist

London, GB

Accredited Financial Coach

London, England, United Kingdom

I help Octopus Money fulfill its mission of closing the financial advice gap and making 1:1 financial guidance accessible to millions of people in the UK.I give guidance on budgeting, saving, investing, retirement planning, mortgage, insurance, wills, tax reliefs, allowances, liabilities, and benefits. General coaching on goal setting, motivations and.

Sep 2022 - Aug 2024

Financial Coach - Business Director

São Paulo Area, Brazil

  • Analysing monthly reviews on KPIs to obtain insights for continuous improvements in marketing efforts, studying and implementing new tools as this field changes and improves daily, and making plans to increase.
  • Over the last seven years, I had 550+ students taking part in my online financial courses, such as Debt Management, Budgeting, and Investing. I designed my strategy, programs and training methods from scratch, teaching.
  • Using digital marketing tools such as content marketing, Facebook, Instagram, YouTube ads, e-mail marketing, and Whatsapp campaigns, I’ve reached an average of 10% conversion rate over 12 digital product launches.
  • Managing a team of two professionals that specialised in supporting my business in web traffic management and a content editor, always engagingly and collaboratively, to achieve better results as a team.
  • Reached 16K followers on my Instagram profile and 14K subscribers on my Youtube Channel, increasing my brand awareness and engagement amongst my target audience while sharing unique free content while attracting and.
  • Produced a weekly newsletter with 24K subscribers over two years, achieving a remarkable rate of 36% of the leads and clients that would read the content, demonstrating high quality and valuable information sourced by.
Oct 2016 - Aug 2024

Welfare And Housing Trainee Adviser

London Area, United Kingdom

Supporting and advising LAWRS' service users on their applications for welfare benefits and temporary accommodation.

Jan 2024 - Jul 2024

Administrator And Financial Officer

London, England, United Kingdom

  • Crafted marketing audiovisual content for campaigns on sexual harassment in the workplace, human trafficking and modern slavery to increase awareness, supporting a safer environment for all Latin women in the UK.
  • Built a robust collaboration environment, developing from scratch the "back-to-office" policy and procedures following the COVID-19 pandemic, researching the rules to be compliant with the government guidelines.
  • Produced monthly reports for each KPI in all departments, ensuring accurate data and helping the board of trustees' decision-making process on advocacy themes, projects to focus on, and the hiring process to be more.
  • At the end of my contract, colleagues and superiors regarded me as a multi-skilled professional who was always willing to help on any issue and go beyond expectations or resources to create innovations that would.
Oct 2021 - Apr 2022

Press Public Relations Officer

São Paulo, Brazil

  • Demonstrated my capabilities in problem-solving, taking action and being a team player focused on the organisation’s goals.
  • Conducted internal research with the organisation's stakeholders to produce public statements regarding the most sensitive enquiries, creating a procedure with standard answers for the most common queries raised.
  • Edited the daily morning newsletter delivered to every executive in the Brazilian banking sector, efficiently spreading valuable information so that all people in the bank industry would be on the same page regarding.
  • Wrote an average of two weekly press releases and statements, sent to media outlets and published on the organisation’s website, a high responsibility as my final work would represent the industry’s positioning and.
  • Enhanced the bank sector’s reputation, promoting its leading role in green bonds, carbon credits and initiatives for a greener economy, and being the country’s biggest investor in technology and one of the economy’s.
  • Worked alongside media and press’s critical members to educate them about the reasons for Brazil's high-interest rates in specific periods and the differences in the credit market compared to other countries. Even.
Jan 2016 - Apr 2018

Press Relations Manager

São Paulo Area, Brazil

  • Communications Manager for Carrefour – French Supermarket Chain| Aug 2015 – Jan 2016 ( 6 months)
  • Directly supervised two junior journalists, building excellent relationships with the executives and facilitating our information-gathering processes to produce the most influential media outputs.
  • Covered journalists' queries and press releases publications related to all chain operations, such as the Diversity recruitment & Sustainability programs, including small producers support, meat responsible sourcing.
  • Planned, presented and implemented campaigns for launches by seasons and holidays, including Summer product collection, January sales, Christmas shopping and more;
  • Worked as part of the Crisis Management team and general management team, participating in the Quarterly results presentation to keep the communications goals aligned with the Investors Relations team and stock market.
Aug 2015 - Jan 2016

Senior Media Relations Consultant

São Paulo, Brazil

  • Focused on spreading social responsibility and environmental actions through the media to show the company’s values and vision, as Ambev protects small barley producers in rural areas as well as small pubs that sell.
  • Gathered helpful information to build effective marketing and communications strategies using public opinion polls and digital tools, so the campaigns were more assertive; as a result, over time, Ambev was seen as a.
  • Demonstrated versatility by supervising eight communication agencies within the country, using a bespoke strategy based on the company's target audience for each region.
  • Designed and Implemented an effective spokespeople training process, including talking points to prepare all the companies’ executives to be able to perform assertively during interviews with the media and press, which.
  • Worked on the team that negotiated with the parliament preventive actions to avoid increases in the tax on alcoholic beverages, in line with the company’s strategic aims, keeping the customers happy and at a.
  • I have won the country’s most important business awards, such as Great Place to Work, ESG and Sustainable Company of the Year, An Ethical Advertising Award and UN recognition, working as part of the Corporate.
Feb 2013 - Aug 2015

Blogger

Papo Econômico

This personal project (www.papoeconomico.com.br) aims to give financial education to the public of low income families. Thousands of people have already had access to tips on managing the household budget, how to avoid impulsive consumism and other financial threats like huge debits made to buy a house, a car or to prepare for the retirement. We also.

2009 - Oct 2014

Website Editor

São Paulo Area, Brazil

  • Established a new way to communicate, translating all law terms and economic and political jargon and formal language into the general public language, creating marketing materials, such as articles, newsletters.
  • Generated more support from donors, affiliates, sponsoring foundations and members of parliament by holding 30-minute weekly talks about case workers’ agenda for that week, so the communication channels could make.
  • Designed and implemented the communication plan to shift IDEC’s image from being a consumer rights charity that was only known for its first campaign against banks to being known as an organisation that also fights for.
  • Crafted a highly viewed section on the website called “Tips and Rights”, where the public has easy access to general recommendations for addressing their main queries; while managing a team of two copywriters. That.
  • Created a solid foundation on their communication plan, and ten years later, a charity that was once struggling for funds is still going strong, helping around 13K people each year, and remains prominent on major media.
Dec 2010 - Feb 2013

Reporter

São Paulo Area, Brazil

  • Worked in a high-pressure environment for an economic hard news press, developing the ability to write quickly and accurately approximately 4 – 8 quality articles per week/day.
  • Mastered the ability to translate complex economic topics into simple language that the general audiences could easily understand without sacrificing precision on the information.
  • I was invited to be part of the team developing a new magazine within the company, where I could further develop my critical thinking by writing more detailed financial articles, giving me a strong foundation I could.
Nov 2009 - Nov 2010

Comissioned Blogger

Editor of "Bolso da Saia", a website about personal finances aimed to female audience. Part of the "Clube Mapfre Mulher", the digital strategy of communicationin social media of Mapfre Seguros at that time.

May 2009 - Nov 2010

Reporter

São Paulo Area, Brazil

At IDG Now I wrote articles about technology, personal computing, telecommunications, mobile market, internet and social media. I realizes many interviews with businessmen of the technology sector, as well attended to many events, press meetings and product launches.

Jun 2008 - Nov 2009

Reporter

São Paulo Area, Brazil

Writing articles about journalism, press relations and communication market. Coverage of events, conferences, book launches and interviews with important names in the Brazilian and international press scenario.

Jan 2007 - Dec 2007
5 education records

Evelin Bonfim Ribeiro education

Post-Graduate, Economic Analysis

Institute Of Economic Research Foundation, University Of São Paulo (Fipe-Usp), Brazil
FAQ

Frequently asked questions about Evelin Bonfim Ribeiro

Quick answers generated from the profile data available on this page.

What company does Evelin Bonfim Ribeiro work for?

Evelin Bonfim Ribeiro works for NOVA.

What is Evelin Bonfim Ribeiro's role at NOVA?

Evelin Bonfim Ribeiro is listed as Wealth Management Operations Specialist at NOVA.

Where is Evelin Bonfim Ribeiro based?

Evelin Bonfim Ribeiro is based in London, England, United Kingdom while working with NOVA.

What companies has Evelin Bonfim Ribeiro worked for?

Evelin Bonfim Ribeiro has worked for Nova, Lloyds Banking Group, Octopus Money, Evelin Bonfim - Finances For Women, and Latin American Women'S Rights Service.

How can I contact Evelin Bonfim Ribeiro?

You can use AeroLeads to view verified contact signals for Evelin Bonfim Ribeiro at NOVA, including work email, phone, and LinkedIn data when available.

What schools did Evelin Bonfim Ribeiro attend?

Evelin Bonfim Ribeiro holds Regulation & Ethics - R01 from Chartered Insurance Institute.

What skills is Evelin Bonfim Ribeiro known for?

Evelin Bonfim Ribeiro is listed with skills including Journalism, Media Relations, Social Media, Blogging, Public Relations, Editing, Digital Marketing, and Editorial.

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