Juliana A Bonfá, Cfp®, Cea Email and Phone Number
Juliana A Bonfá, Cfp®, Cea work email
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Juliana A Bonfá, Cfp®, Cea personal email
Juliana A Bonfá, Cfp®, Cea phone numbers
At the forefront of strategic client acquisition, my expertise in investments is deployed with precision, fostering growth and client satisfaction. My teamwork and adaptability capabilities within global financial landscapes, were key to implementing successful marketing initiatives and wealth management solutions tailored for a diverse client portfolio, ranging from institutional investors to ultra-high net worth individuals.As a dedicated member of Brazil's largest female angel investor community, I am committed to enhancing gender diversity within the startup ecosystem. Our team champions early-stage ventures, contributing not only capital but valuable professional insights. My multilingual communication abilities, coupled with certifications in financial planning and investment funds, empower me to drive impactful diversity and inclusion initiatives across the financial sector.I hold the CFP, CEA and CPA certifications, as well as executive education courses in neuroscience applied to business, sustainability, and digital strategies from prestigious institutions. As a lifelong learner I am an enthusiast supporter of education as a key driver for social transformation.
Instituto Baccarelli
View- Website:
- institutobaccarelli.org.br
- Employees:
- 411
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Board MemberInstituto BaccarelliSão Paulo, Sp, Br
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Board MemberTurma Do Jiló May 2024 - PresentSão 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. -
MemberSororitê Apr 2023 - PresentSão Paulo, São Paulo, BrazilBrazil'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. -
Executive DirectorJulius Baer Jan 2022 - May 2024São Paulo, Brazil -
Head Of Client Acquisition- Business Development & Internal SynergiesCiti Apr 2019 - Jan 2022São Paulo, São Paulo, BrazilLeading 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. -
Head Of Local Products - Private BankCiti Oct 2013 - Jan 2022São Paulo Area, BrazilResponsible 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)
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Regional Head Of Wholesale DistributionHsbc Jan 2011 - Mar 2011São Paulo, BrazilStrategy, Product development, Wholesale Distribution -
Head Of Wealth Management, Mexico - Executive DirectorHsbc Mar 2009 - Jan 2011Mexico City, MexicoWealth Management (Premier & Advance value propositions) investments and credit products ; client segmentation and acquisition strategies
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Director Whole-Sale Distribution, Asia-PacificHsbc Feb 2008 - Feb 2009Hong Kong SarDistribution of Emerging Markets Funds to Asia-Pacific region
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Regional Head Private BankHsbc Aug 2004 - Mar 2008Curitiba Area, BrazilResponsible 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.
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Head Of International SalesHsbc Jul 2000 - Jul 2004São Paulo Area, BrazilResponsible 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.
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Institutional SalesCrédit Commercial De France Dec 1997 - Jul 2000New York, Ny
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Institutional SalesCrédit Commerical De France Mar 1996 - Jul 1997London, England Metropolitan Area
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Offshore SalesCrédit Commercial De France Jan 1993 - Jan 1996São Paulo, Brazil
Juliana A Bonfá, Cfp®, Cea Skills
Juliana A Bonfá, Cfp®, Cea Education Details
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Neuroscience -
Sustainability Leadership And Corporate Responsibility -
Digital Strategies For Business: Leading The Next Generation Enterprise -
Banking & Financial Institutions Management -
Finance -
Business Administration -
Pueri Domus - Middle School (São PauloMiddle School
Frequently Asked Questions about Juliana A Bonfá, Cfp®, Cea
What company does Juliana A Bonfá, Cfp®, Cea work for?
Juliana A Bonfá, Cfp®, Cea works for Instituto Baccarelli
What is Juliana A Bonfá, Cfp®, Cea's role at the current company?
Juliana A Bonfá, Cfp®, Cea's current role is Board Member.
What is Juliana A Bonfá, Cfp®, Cea's email address?
Juliana A Bonfá, Cfp®, Cea's email address is ju****@****iti.com
What is Juliana A Bonfá, Cfp®, Cea's direct phone number?
Juliana A Bonfá, Cfp®, Cea's direct phone number is +5511400*****
What schools did Juliana A Bonfá, Cfp®, Cea attend?
Juliana A Bonfá, Cfp®, Cea attended Wharton Executive Education, London Business School, Columbia Business School, Fgv - Fundação Getulio Vargas, Fordham University, Pontifícia Universidade Católica De São Paulo, Colegio Visconde De Porto Seguro, Pueri Domus - Middle School (São Paulo, Graded - The American School Of São Paulo.
What are some of Juliana A Bonfá, Cfp®, Cea's interests?
Juliana A Bonfá, Cfp®, Cea has interest in Children, Education.
What skills is Juliana A Bonfá, Cfp®, Cea known for?
Juliana A Bonfá, Cfp®, Cea has skills like Asset Management, Private Banking, Wealth Management, Investment Advisory, Emerging Markets, Customer Relations, Change Management, Retail, Product Development, French, Portuguese, Asset Managment.
Who are Juliana A Bonfá, Cfp®, Cea's colleagues?
Juliana A Bonfá, Cfp®, Cea's colleagues are Leverson De Lima Silva, Daniel De Santana Guedes, Bianca Sousa Da Silva, Anderson Aparecido, Yamana Barbosa De Lima, Timaia Silva Souza, Francinaldo Filho.
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