FAE Business School

Branch Supervisor  -  International Investment Advisory

Toronto, Ontario, Canada

ScotiaMcLeod

Branch Supervisor and Services Manager

Assistant Branch Administrator

Supported the growth and retention of high-net-worth client´s assets, managing a portfolio of CAD 800 million with 250 clientsWorked collaboratively with managers in 40 branches to ensure wealth management customers experience exceptional service. Trained branch managers on investments and financial planning to promote the right mix of products and services based on customers financial needs.Provided wealth-planning advice to broaden the dialogue with clients, with a goal of increase assets, profitability and share of wallet.

Caixa Econômica Federal

Wealth Management Clients and Businesses Manager

Trained Financial Market related subjects at preparatory courses for investment certification (CPA-20) and civil service examinations. Developed comprehensive financial plans to clients, which included determining the clients’ objectives, analyzing the clients’ current situations, and formulating appropriate advice, strategies and recommendations. Wrote a blog about personal financial planning in a very concise and easy-going language, to help people achieve their financial goals.

Emanuelle Keller Consultoria e Treinamento

Independent Financial Planner

Managed and prospected a client portfolio focused on investors and high-net-worth clients. Identified investor´s profile, prepared financial planning reports, and suggested portfolio allocations to help customers achieve their financial goals.Promoted investment and financial products sales, such as life and property insurance, credit cards, mortgages, loans, investment funds, fixed income, equity and exchange operations.

HSBC

Wealth Management Relationship Manager

Managed and prospected a client portfolio focused on investors and high-net-worth clients. Identified investor´s profile, prepared financial planning´s reports, and suggested portfolio allocations to help customers achieve and their finance well-beings. Promoted investment and financial products sales, such as life and property insurance, credit cards, mortgages, loans, investment funds, fixed income, equity and exchange operations.

Citi

Citigold Private Client Relationship Management

Managed and prospected a client portfolio focused on small business. Conducted interviews with business owners to deepen the understanding about the company. Collected and analyzed information about businesses financial and accountant statements to recommend credit lines approval.Promoted investment and financial products sales, such as insurance, credit cards, diverse lines of credit, mortgages, treasury and exchange contracts.

Cfp® Emanuelle Keller