
Fabio Baida CFP®
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Fabio Baida CFP®
• 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.
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
Grundlagen
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