Juliana A Bonfá, Cfp®, Cea Email & Phone Number

São Paulo, Sp, Br

São Paulo, Brazil

• Collaborate with board members to oversee and guide new projects and ventures.• Contribute to decision-making processes to ensure the organization's success. •Lead strategic initiatives to drive growth and impact, both internally and externally.

São Paulo, São Paulo, Brazil

Brazil's largest female angel investor community, dedicated to enhancing gender diversity within the start-up ecosystem and nurturing early-stage ventures led by women. My roe is to collaborate in the eco-system, not only through capital but with my personal and professional experience.

São Paulo, Brazil

São Paulo, São Paulo, Brazil

Leading a team to search for new clients through prospecting activities for Citi Private Bank, while developing synergies with other areas within Citigroup. Responsible for Developing and implementing a marketing strategy, through communication and events to strengthen the Citi Private Bank brand in Brazil. Member of innovation initiative, women affinity groups - Brazil and Latam, and Citi Brazil pension fund board of directors.

São Paulo Area, Brazil

Responsible for the development and implementation of Private Bank’s new Onshore Investments platform (intermediation of mutual funds and capital markets products through a third party Broker dealer). Contributing to the Business Strategy definition and selection/creation of Products. Working closely with Bankers to identify the investment needs of the ultra high net worth clientele. Relationship with external partners (asset managers, broker dealers)

São Paulo, Brazil

Strategy, Product development, Wholesale Distribution

Mexico City, Mexico

Wealth Management (Premier & Advance value propositions) investments and credit products ; client segmentation and acquisition strategies

Hong Kong Sar

Distribution of Emerging Markets Funds to Asia-Pacific region

Curitiba Area, Brazil

Responsible for a team of relationship managers in the Southern states of Paraná, Santa Catarina and Rio Grande do Sul providing Private Banking products and other banking services such as insurance, pension funds, credit cards and loans, both in the domestic and offshore markets. Liased with HSBC's commercial channels such as retail, corporate banking and consumer finance (Losango) for cross-selling opportunities and acquisition of new customers in their client base. Increased total revenues by 67% and doubled AUM's to US$ 1.5 billion.

São Paulo Area, Brazil

Responsible for providing sales services and advise related to the Brazilian financial market, mainly through offshore investment funds. The portfolio of clients included institutional foreign investors as well as HSBC's private banking network in Brazil, Europe and US. Maintaining daily contact with established and potential clientele, organizing road shows in Brazil and abroad, presenting investment opportunities for foreign institutional investors.

New York, Ny

London, England Metropolitan Area

São Paulo, Brazil

Extended Education, Neuroscience

Activities and Societies: Understanding the Brain: Using Neuroscience to Deliver Better Business Results

Executive Education, Sustainability Leadership And Corporate Responsibility

Digital Strategies For Business: Leading The Next Generation Enterprise

This course is based on Prof. David Roger’s course on Digital Strategies and focuses on how managers can innovate new strategies.

Fgv, Banking & Financial Institutions Management

School Of Business, Finance

School Of Business, Business Administration

Incomplete

Education record

Middle School

Education record

Activities and Societies: Brownie, Girl Scout, Handball