Responsabilities
1.Review and perform analysis of client investments, financial products and funds.
2.Fidelize and mantain the relationships with existing customers through regular meetings and committee attendance.
3.Implement the strategies defined by the area with respect to current and potential customers.
4.Maintain daily updates of asset flows in portfolios.
5.Participate in commercial and economic analysis meetings.
6.Support Private Clients Director's requests and requirements.
7.Search for new customers.
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