Personal Information
Unternehmen/Arbeitsplatz
São Paulo Area, Brazil Brazil
Beruf
Private Banking Senior Consultant
Branche
Finance / Banking / Insurance
Info
I´m a private banking consultant, for over 10 years working in private banking & mass affluent markets, leading projects, working in strategic area and in customer relationship.
I trust in the power of financial planning as key to achieving client´s goals, and that the union of technical expertise in financial planning, trust advisory and technology are the main drivers for the private banking model´s evolution.
In addition, I understand that wealth managers have an important role in philanthropy/impact investing advisory for HNWI and UHNWI.
Projects/Experience/Knowledge:
Project Management
Financial Planning
Investment Advisory
Business Intelligence
Strategic Planning
Balance Score...
Tags
impact investing
wealth management
investimentos sociais
private banking
filantropia
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Präsentationen
(1)Personal Information
Unternehmen/Arbeitsplatz
São Paulo Area, Brazil Brazil
Beruf
Private Banking Senior Consultant
Branche
Finance / Banking / Insurance
Info
I´m a private banking consultant, for over 10 years working in private banking & mass affluent markets, leading projects, working in strategic area and in customer relationship.
I trust in the power of financial planning as key to achieving client´s goals, and that the union of technical expertise in financial planning, trust advisory and technology are the main drivers for the private banking model´s evolution.
In addition, I understand that wealth managers have an important role in philanthropy/impact investing advisory for HNWI and UHNWI.
Projects/Experience/Knowledge:
Project Management
Financial Planning
Investment Advisory
Business Intelligence
Strategic Planning
Balance Score...
Tags
impact investing
wealth management
investimentos sociais
private banking
filantropia
Mehr anzeigen