Partner at Alexandre Ibitinga Consultoria Ltda
Brazil
Partner at Alexandre Ibitinga Consultoria Ltda
Brazil
Experience in starting up Private Bank operation in 2 Banks.
Successful in prospection of new clients and improving revenue for Private Bank.
Well know in the market and by high net worth clients.
(Investment Management industry)
June 2008 — Present (1 year 7 months)
Investment Advisory Company
(Public Company; 10,001 or more employees; WB; Financial Services industry)
September 2007 — June 2008 (10 months)
(Public Company; 10,001 or more employees; Banking industry)
March 2005 — January 2007 (1 year 11 months)
Private Banking Activities:
Business prospection
Representative of Booking Centers of Switzerland, USA, Luxembourg and Monaco for Brazil, providing support to booking centers in all types of operation.
Partnership with the Managers of the Corporate and Middle Market, showing solutions with structured operations, involving legal entities and individuals, bringing new business to the areas.
Structuring of operations involving legal entities and individuals, onshore and offshore (credit operations with collateral).
Structuring business, aiming at successor planning.
Participation as financial advisor for families, analyzing the objective and risk profile of each client, suggesting reallocation of financial and nonfinancial assets, providing information for the decision making, as well as identifying the needs related to legal and tax matters.
(Public Company; 10,001 or more employees; Banking industry)
May 1996 — February 2005 (8 years 10 months)
Private Banking
(Banking industry)
December 1992 — October 1995 (2 years 11 months)
In charge of Private Banking activities development
1969 — 1974
1961 — 1968