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Fabio Baida CFP®

is out learning. 🎓

Frankfurt Am Main, Deutschland

Fähigkeiten und Kenntnisse

Management
International experience
Clients
Digital
Digital transformation
Business Development
Financial Services
Emerging Markets
Private Banking
Asset Management
Strategy
Product Development
Sales
Recruiting
Portfolio Management
Agile Methods
Blockchain
Design Thinking
Team leadership
Portuguese Language
Digital Banking
Scrum
agile
Certified Scrum Master

Werdegang

Berufserfahrung von Fabio Baida CFP®

  • Bis heute 5 Jahre und 2 Monate, seit Apr. 2020

    Senior Client Solution Manager

    United Signals GmbH

    • Very proud to be currently working on the development of United Signals' international expansion.

  • 1 Jahr und 4 Monate, Jan. 2019 - Apr. 2020

    Parental Leave

    Parental Leave

    Parental Leave

  • 2 Jahre und 3 Monate, Juli 2016 - Sep. 2018

    Digital Banking Team Leader, Wealth Management - Itaú Personnalité

    Banco Itaú Unibanco

    • Leading a team of 17 Wealth Management Specialists responsible for about 4,500 costumers of the bank's digital platform, holding more than 2.5 billion euros assets under management. • Succeeded in improving the experience of investors at Digital Personnalité, the bank's brand focused on high-income customers who seek an innovative and personalized banking service.

  • 2 Jahre und 1 Monat, Juni 2014 - Juni 2016

    Digital Banking Relationship Manager Specialist, Wealth Management

    Banco Itaú Unibanco

    • The portfolio manager of approximately 300 investors with over BRL1 million. • Focused on Personnalité digital clients, which enables the use of digital tools and face-to-face meetings to enhance the relationship with customers. • Advised and recommended asset allocation, retirement plans, wealth transfer, and estate planning.

  • 1 Jahr und 4 Monate, Sep. 2012 - Dez. 2013

    International MBA Candidate

    IE Business School

    IMBA - International Master in Business Administration - President of the IE Brazil Club Madrid - Elected Career Representative

  • 2 Jahre und 3 Monate, Juli 2010 - Sep. 2012

    Private Banker

    Banco Votorantim

    • From scratch, reached a portfolio of clients with assets under management that exceeds USD100MM and revenues above USD800k per year, by prospecting and acquiring new clients. • Developed tailor-made solutions to Private Bank clients (above USD1.5MM) in São Paulo, achieving outperformance returns. • Offered a wide range of investment products based on previous analyses of each client profile, risk tolerance, and short and long term objectives.

  • 2 Jahre und 10 Monate, Okt. 2007 - Juli 2010

    Private Banker

    Banco Santander

    • Developed and improved a client’s base in two unexplored states in the south of Brazil, building a portfolio of clients that exceeded USD140MM in Assets under Management. • Strengthened the Private Banking relationship with other internal areas of the bank, which led to around 100 referrals and revenues over USD1,000k per year.

  • 1 Jahr und 10 Monate, Dez. 2005 - Sep. 2007

    Business Intelligence Coordinator – Private Banking

    Banco Santander

    • Project Manager of a global anti-money laundry project that assessed more than 3,000 clients. • Project Manager of two key projects with a high impact on clients; the implementation of an Internet Banking for Private Banking clients and of a project that increased the service level for PB clients in the different bank channels.

  • 11 Monate, Jan. 2005 - Nov. 2005

    Institutional Trainee – Marketing Analyst - Mass-affluent segment

    Banco Santander

    • Completed a competitive corporate trainee program after being selected among 38 candidates from a pool of over 33,000 applicants. • Spent the year in academic and practical training. • Implemented the second stage of the national expansion project of the mass-affluent segment at ABN AMRO (purchased by Santander) involving seven internal areas and impacting 150,000 clients. • Participated in the development of the strategy for expansion and consolidation of Van Gogh 06-07.

  • 1 Jahr und 6 Monate, Juli 2002 - Dez. 2003

    Treasury's Middle Office

    Banco Santander

    • Developed performance reports for the Clients' Desk and Institutional Clients' Desk. • Monitored clients' operations and revenues to manage the traders' performance. • Responsible for developing and implementing a project for information management.

Ausbildung von Fabio Baida CFP®

  • 1 Monat, Sep. 2020 - Sep. 2020

    Agile - Scrum

    Agile School

  • 3 Monate, Nov. 2018 - Jan. 2019

    Blockchain Technologies

    MIT Sloan School of Management

  • 1 Jahr und 4 Monate, Sep. 2012 - Dez. 2013

    International Master in Business Administration

    IE Business School

    - President of the IE Brazil Club Madrid - Elected Career Representative

  • 8 Monate, Juli 2008 - Feb. 2009

    International Economics and Globalization

    Université Grenoble Alpes

  • 1 Jahr, Jan. 2005 - Dez. 2005

    Management / Banking

    Fundação Dom Cabral

    Part of a corporate trainee program that selected 38 candidates from 33.000 applicants.

  • 10 Monate, März 2000 - Dez. 2000

    Business Administration

    Universidade de São Paulo

    - Board’s Member of the Faculty Student Association - Term 2001 - Elected Class Representative for 5 years

Sprachen

  • Portugiesisch

    Muttersprache

  • Englisch

    Fließend

  • Spanisch

    Fließend

  • Deutsch

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