Commercial Banking Investment Sales Manager, covering all segments across Brazil, also heading the CMB Investments sales and trading desk (Funds & CDs). Distribution of AMGs Funds & discretionary accounts; front office training for new launches; roadshows; regulatory implementation; portfolio reviews; reporting.

Offshore Mutual Fund specialist, responsible for the overall platform and set up of new mandates. Relationship holder of the third party Custodians and Middle Office providers, covering Luxemburg, UK, Germany, US; Full support to the trading desk and Portfolio Managers; Responsible for coordinating Middle Office Projects (Performance & Attribution, Custody Migration, and implementation of new Regulatory requirements); Supervision of Management Reports.

Direct support to the Manager; Relationship with new clients; Responsible for structuring new mandates and client proposals; contracts with the industry’s Managers and Distributors; Commercial presentations; Market and Peer Analysis.

Trading Desk and Home Broker support; Specification of equity trades, IPO and fixed income at CBLC; Allocation and confirmation of trades for institutional clients; Pre-matching of transactions with the custodians; Preparation and validation of brokerage reports.

Dedicated support to two Wealth Relationship Managers; exclusive support for Qualified Investors (above BRL 300 k investments); Sales of banking services and products; Client visits for account opening matters; Managerial and production reports.