Kauê Lanli Ferreira

Client Relationship Manager @ Exness

About

With over 6 years' experience in the brazilian financial market, I'm a relationship manager who seeks to be a vector of innovation in client management. That's why it's a pleasure to always be ready to help my clients achieve their goals, focusing on the client motivates me to go the extra mile!

Country

Uruguay

City

Montevideo

Industry

Investment Banking

Skill

Gestión de proyectos, Para empresas (B2B), Desarrollo empresarial, Portugués, Español, Investment Advisory Services, Finance, Negociação, Comunicação, Assessoria financeira, Habilidades analíticas, Captação de clientes, Suporte ao cliente, Experiência do cliente, Relacionamento com clientes, Atendimento ao Cliente, Oratória, Liderança, Microsoft Excel, Microsoft PowerPoint

Experience

Client Relationship Manager

Exness

2024-5 - Present · 2 yrs 5 mos

Montevideo, Uruguay

Responsible for managing a portfolio of high-value clients with a focus on retaining and increasing trading activity. In this role, my goal is to build and strengthen the relationship with the client, providing well-being and full conditions for the development of their investment project. As a result, I have a wide range of services, from market analysis to support for operational demands.

Carbon Partner | High Value Clients

C6 Bank

2023-4 - 2023-11 · 8 mos

São Paulo, São Paulo, Brasil

Responsible for managing the Private Banking client portfolio at C6 Bank. Among the main activities of this position, I would highlight prospecting and building relationships with high-income clients, managing investment portfolios, marketing banking services and inter mediating operational demands.

Digital Cash Management Officer

Itau BBA

2021-7 - 2022-12 · 1 yr 6 mos

São Paulo, Brasil

Responsible for managing a portfolio of clients in the "Real Estate" segment on Itaú BBA's Large & Corporate platform, with the scope of work focused on the commercialization of cash management solutions (Payments, Receipts and PIX - Brazilian Instant Payments Feature) with the aim of promoting maximum productivity in the financial management of all clients.

Client Relationship Analyst

MAG Investimentos

2020-10 - 2021-5 · 8 mos

São Paulo, São Paulo, Brasil

Responsible for the entire structure of commercial and operational customer service (front-office) with an emphasis on the preparation of strategies, studies and presentations for Private and Institutional client portfolios.