Thaissa Braz

Experience

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  Prosper Bank

  Feb 2007 - Jul 2008

  Equity Research Trainee

  Monitored capital markets, with focus on stock market opportunities. Made diverse business valuation of listed companies and prepared their respective reports to send to the traders and clients of the bank.

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  BR MALLS

  Aug 2008 - Mar 2009

  Business Development & Market Intelligence Trainee

  Created, monitored and consolidated indicators for performance evaluation of the company and its staff. (Indicators used by the CEO)Completed Analysis and Feasibility studies for new shopping centers and expansions of existing ones.

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  Andrade Gutierrez Holding

  Apr 2009 - Jun 2011

  Business Development (New ventures and existing business)

  Worked directly with the board of the company to coordinate the operations kick-off of one of the start-ups of the group. Managed a team of 5 executives and was in control of the financial dealings for the entire project. Implemented diverse types of processes involving finances, HR and operations.Designed diverse models to evaluate different possibilities of investments for the company in different sectors. This models covered investments of between US$5M and US$1B. Put together a Business Plan for a start up in the group. Analyzed the companies of the group and pointed out weaknesses to be discussed with the board of the company. Show less

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  Credit Suisse

  Jun 2012 - Aug 2012

  Wealth Management Summer Associate

  Worked at the Brazilian desk directly assisting High Management and Senior Relationship Managers classifying and clustering the Brazilian Offshore book to build exclusive action plans for high potential clients, in order to increase the desk direct revenues.Assisted in building new clients portfolios and as well as portfolios changes to increase the return and better mitigation of the risks for our clients.

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  Credit Suisse

  Apr 2013 - Dec 2017

  Market analysis and product suggestion to my own and other RM’s clients (Brazil offshore) to better serve them and increase their earnings and our team revenues.Portfolio management of CHF 250 million, High Net Worth and Ultra High Net Worth clients.Revenues boost of actual clients, with portfolio turnovers, collateralize lending and tailor-made solutions of investments. Proven track record on share of wallet increase.Acquisition of new clients with minimum ticket of CHF 3 million.Investment proposals for LATAM clients offshore together with the Investment Consultant’s Team. Show less Project Management: Managed for 10 months an affluent’s book of CHF 150 million (700 accounts) to clean clients’ base with no potential for growth and increase the AUM of the ones with high potential that were erroneous seen as small clients. The project was idealized and conducted by myself, maintaining in my portfolio High Net Worth and Ultra High Net Worth clients that I identified from this initiative.Part of the Wealth Management team Brazil, supporting the relationship managers in Zurich and Geneva in the business development efforts.Developing network of contacts and prospects for the Brazilian offshore platform.Support in building presentations and structures for very sophisticated Ultra High Net Worth Clients and Family Offices involving different areas inside the bank, and different booking centers around the globe. Show less

  • Private Banker and Investor

    Dec 2014 - Dec 2017

  • Private Banker

    Apr 2013 - Nov 2014
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  Syz Group

  Jan 2018 - Aug 2019

  Private Banker

  Coordination of the project to open a representative office/ asset management of SYZ Bank in Brazil: business plan, legislation, operations, marketing and business development.Seeking and evaluating new partnerships in Brazil, through a broad network and local knowledge (travelling to Brazil every 2 months). Example: To distribute SYZ Asset Management Funds in the local market through a brokerage house, in order to give recognition for the brand in the local market.Acquisition of new clients (minimum USD 1 million).Frequent presentations to the top management and board of directors: Brazil onshore project plan and quarterly results of LATAM team.Participation on the improvement of SYZ collateral offering on Emerging Market Bonds. Show less

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  Bank J. Safra Sarasin Ltd

  Sept 2019 - Apr 2021

  Senior Private Banker

  New PartnershipsPortfolio ManagementClient AcquisitionOffshore Investment Strategy

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  XP Private

  Apr 2021 - May 2024

  Senior Private Banker | B2B

  Prospectando e atendendo grandes clientes para os escritórios de assessoria da XP.

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  Astra Capital

  May 2024 - now

  CEO