Summary
Overview
Work History
Education
Certification
Skills
Timeline
Larissa Karoline Dos Santos

Larissa Karoline Dos Santos

Sydney,NSW

Summary

Motivated with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Overview

16
16
years of professional experience
4
4

Certifications

Work History

Investment Specialist II - Íon Wealth Management

Itau Bank
08.2022 - 04.2024
  • Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.
  • Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
  • Met with customers and clients to update accounts and reports.
  • Advised clients on tax-efficient investing strategies to optimize their overall wealth management plan.

Select Relationship Manager

Santander Bank Brazil
12.2018 - 08.2022
  • Facilitated the onboarding process for new clients, collecting necessary documentation and setting up accounts efficiently.
  • Monitored market trends and competitor activity to identify opportunities for business growth and continuous improvement within the select relationship management program.
  • Generated new business leads through active networking within the community and attending local events.
  • Increased client satisfaction by providing personalized financial advice and investment strategies tailored to individual needs.

Diamante Alta Renda Account Manager / Agency Admin

Mercantil Do Brasil Bank
11.2007 - 12.2018
  • Trainee (2007 - 2008): Assistance to customers at electronic terminals, support for branch managers and supervisors, contracting pre-approved credits, registering automatic debits, insurance and other products offered by the bank.
  • Agency administrative supervisor (2008 - 2016): Administrative support to management, finalisation of credit contracts, opening of accounts, capitalisation, insurance and pensions, treasury, centralised treasury (cash supply for 11 branches), opening and closing routines.
  • Diamante Alta Renda account manager ( 2016 a 2018):
  • Management of the investor portfolio in Ribeirão Preto, region and Franca-SP. Prospecting new customers, attracting term deposits, maintaining the portfolio for new business. Focus on individual clients.

Education

Master Of Business Administration - MBA - Strategic People Management

Barão De Mauá University Center, Ribeirão Preto - São Paulo - Brazil
12.2019

Bachelor's Degree In Administration - Business Administration And Management

Moura Lacerda University Center, Ribeirão Preto - São Paulo - Brazil
12.2010

Certification

Certified Financial Planner CFP® (PLANEJAR - Planejar Brazilian financial planning association / FPSB - Financial planning Standards Board).


Certificates: CPA 10 / CPA 20 and CEA ( ANBIMA - Brazilian Association of financial and capital market entities)

Skills

  • Portfolio Management
  • Investment Recommendations
  • Asset Management
  • Account Management
  • Customer assistance
  • Customer Service
  • Cash drawer management
  • Administrative Support

Timeline

Investment Specialist II - Íon Wealth Management - Itau Bank
08.2022 - 04.2024
Select Relationship Manager - Santander Bank Brazil
12.2018 - 08.2022
Diamante Alta Renda Account Manager / Agency Admin - Mercantil Do Brasil Bank
11.2007 - 12.2018
Barão De Mauá University Center - Master Of Business Administration - MBA, Strategic People Management
Moura Lacerda University Center - Bachelor's Degree In Administration, Business Administration And Management

Similar Profiles

CREATE PROFILE
Larissa Karoline Dos Santos