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5y
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Team Leader - Investors
May 2021
Itaú Private Bank is one of the top global private banks, managing the wealth of Latin American clients in offshore markets. Itaú offers a wealth management platform tailored to the specific needs of its Latin American clients, giving them access to a wide range of global investment opportunities. Itaú’s integrated third-party solutions focus on growth and preservation of wealth throughout the various stages of its clients’ life cycle. Itaú’s culture focuses on client satisfaction and developing lasting, long-term relationships. Itaú aims at maintaining the highest standards of service with its clients, and that same attitude of first-class service also defines Itaú’s relationships with employees, regulators, the markets and civil society in general. Lets talk?
Experience · 2 entries
All (2)
Investments (1)
2021
Team Leader - Investors
May 2021
Itaú Private Bank is one of the top global private banks, managing the wealth of Latin American clients in offshore markets. Itaú offers a wealth management platform tailored to the specific needs of its Latin American clients, giving them access to a wide range of global investment opportunities. Itaú’s integrated third-party solutions focus on growth and preservation of wealth throughout the various stages of its clients’ life cycle. Itaú’s culture focuses on client satisfaction and developing lasting, long-term relationships. Itaú aims at maintaining the highest standards of service with its clients, and that same attitude of first-class service also defines Itaú’s relationships with employees, regulators, the markets and civil society in general. Lets talk?
2008
Equity Research Analyst
May 2008
Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, 9th largest banking group worldwide in terms of balance sheet size in 2023 (The Banker, July 2024).
Nearly 8,600 employees across Europe, the Americas, Asia-Pacific, the Middle East and North Africa support Crédit Agricole CIBs clients, meeting their financial needs throughout the world.
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.