Senior Management

Wealth Management Relationship Advisor

Highly dynamic, customer-centric, and analytical professional with hands-on financial and banking services, experience; complemented

with relationship-building and leadership skills within the Brazilian marketplace. Knowledgeable of wealth management concepts and

principles including financial planning, portfolio guidance, account management, and investment products administration. Equipped with

the ability to identify new business and facilitate the delivery of products and services to a specific client base. Articulate

communicator with multilingual fluency in English, French, and Portuguese with conversational knowledge in Spanish, and German.

Proficient with general business and industry-specific software applications including Bloomberg, Microsoft Office Suite (Word, Excel,

Outlook, and PowerPoint), Microsoft Access, and Skype.

Areas of Expertise

New Business Development Asset Allocation Strategies Consultative and Needs-Based Selling

Client Acquisition and Retention Portfolio Management Prospecting and Networking Investment Presentations Compliance and Risk

Management Referral Generation Marketing Modern Portfolio Theory

Professional Experience

Plurigestion SA, Geneva

External Asset Manager 2015

Established and cultivated strong business relationship with clients by supporting them in achieving long- and short-term financial

goals. Served as liaison between clients and banks as well as several financial institutions on bank deposits in different countries.

UBS SA

Wealth Management Relationship Advisor, Brazilian Market –Zurich 2012–2015

Wealth Management Relationship Advisor–Geneva 2008–2012

Provided consulting services on wealth and asset management as well as investment banking to clients in more than 50 countries.

Demonstrated effectiveness in building and strengthening client relationships with high-net-worth individuals within the Brazilian

market. Evaluated client’s short- and long-term financial goals and risk parameters to develop and implement comprehensive financial

planning and specific asset allocation solutions. Integrated a diverse investment products to optimize portfolio returns while

minimizing risk. Conceptualized and executed business development strategies to attain new clients and maximize business with existing

ones.

Notable Accomplishments:

Took charge of closely monitoring client portfolios to improve retention levels and assets under management, which were currently more

than $200M.

Brought significant increase in return on assets by 35% in 2008 to 2015; while generating revenues of $3M in 2014.

Drove key efforts toward the reduction of direct work-related costs; as well as the development of a proactive approach on risk

management and new regulation issues.

Functioned as desk instructor for trainees, responsible for introducing desk processes toward their development.

Earned promotion to associate director in 2008 and director in 2014 for excellent performance and professionalism.

Wealth Management Assistant, Brazilian Market –Geneva 2004–2008

Carried out key tasks such as answering client queries, processing orders, conducting analytical research, monitoring portfolio, and

opening new accounts. Performed the duties of wealth managers in their absence, focusing on client management and servicing. Presided

over the training of new hired employees within the team.

Notable Accomplishments:

Offered hands-on administrative support to wealth managers on all facets of account management that enabled them to improve their

level of service; thus consistently achieving and exceeding client expectations.

Acted as the driving force behind asset growth by $100M from 2004 to 2008; as well as return on assets by 10%.

Managed the reduction of administrative problems within the office and maintained them within the minimum level.

Coordinated with wealth managers to travel and meet with numerous clients, which resulted to the establishment and cultivation of

strong business relationships.

Earlier Position Held:

Wealth Management Trainee–Geneva 2001–2004

Credentials

Chartered Financial Analyst: In Progress; Expected Date of Completion: Jun 2016

Certified Wealth Manager Advisor (CWMA): 2013, Swiss Association for Quality, Zurich

Federal Certificate of Proficiency (CFC) Business: 2004, Swiss Confederation, Geneva

German Gothe Diploma: Gothe Institute, Geneva

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