Associate Client Manager - Credit Suisse AG
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My background comes from different banking departments and companies: (i) Client Manager Associate within Credit Suisse AG Zurich, (ii) Corporate Banking at BNP Paribas Milan and (iii) Fund Selection at JP
Morgan Sao Paulo. Among others, I’d like to highlight below the skills I believe are most relevant for the role:
Analytical Skills: As part of the Fund Selection team of JP Morgan, where we were responsible for selecting the best-in-class funds across all asset classes, I was in charge of a number of analyses. I screened new fund opportunities, performed due diligence of their strategy, team, organization, and track record. I created models of the portfolios, prepared investment proposals and road maps.
Financial Skills: In 2021 I completed an Executive Master’s in Finance, with a focus on Asset
Management, from SDA Bocconi, for which I was granted the meritocracy scholarship. The Master allowed me to further develop my corporate finance and financial modeling skills with the ultimate objective of moving to an AM/GP role.
Ability to Interact Confidently and Professionally: In all my previous roles, a significant portion of my responsibilities are related to interacting professionally and efficiently with external counterparties such as banks, high net worth clients, senior industry professionals and GPs.
Communication and Interpersonal Skills: Thanks to my communication skills, I have repeatedly been trusted with managerial and organizational tasks. At BNP Paribas, I was appointed responsible for the deployment of new tools across all the Corporate Banking departments.
Self-starter Personality and Fast Learner: In 2018 I moved from Brazil to Italy and after 4 months of studying Italian by myself, and I was subsequently hired at BNP Paribas for a Corporate Banking job in
Italian. Two years later, while interviewing for my current job, I was informed that I had to be fluent in Spanish and was able, in one month, to learn the language fluently for the last interview.
Strive for Excellence Attitude: While working at Credit Suisse, thanks to my exceptional performance in the 4 exams to become a Certified Wealth Manager Advisor, I was hired by the Swiss Association for Quality (SAQ) to be an examiner of the certification.
I worked at different banking departments and companies: (i) Client Manager Associate within Credit Suisse AG Zurich, (ii) Corporate Banking at BNP Paribas Milan and (iii) Fund Selection at JP
Morgan Sao Paulo.
I graduated at the SDA Bocconi School of Management from an executive master in finance with a major in Asset Management on Mar/21 and was awarded the Meritocracy Scholarship.
I completed a Bachelor of Science in Business Administration & Specialization in Finance at Insper University Sao Paulo, Brazil on Dec/17